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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 | $66,269 | $95,895-30.9% | $79,576-16.7% | $134,509-50.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -24.56% | -2.72%-21.8pp | 0.15%-24.7pp | 418.13%-442.7pp |
| Employer contribution / active EE | $7,088 | $3,128+126.6% | $2,413+193.7% | $4,741+49.5% |
| Participant deferral / active EE | $6,051 | $4,693+28.9% | $3,985+51.8% | $6,400-5.5% |
| Admin fee / account holder | $22 | $9,129-99.8% | $6,834-99.7% | $11,427-99.8% |