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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,900 | $138,072-35.6% | $123,549-28.0% | $135,382-34.3% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -10.08% | 153.69%-163.8pp | 119.20%-129.3pp | 519.77%-529.8pp |
| Employer contribution / active EE | $21,571 | $5,152+318.7% | $4,628+366.1% | $4,779+351.4% |
| Participant deferral / active EE | $13,000 | $6,799+91.2% | $6,426+102.3% | $5,609+131.8% |
| Admin fee / account holder | $203 | $10,917-98.1% | $9,284-97.8% | $10,829-98.1% |