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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 | $99,443 | $197,819-49.7% | $155,789-36.2% | $125,389-20.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -8.70% | 86.73%-95.4pp | 71.54%-80.2pp | 282.24%-290.9pp |
| Employer contribution / active EE | $5,639 | $4,850+16.3% | $3,839+46.9% | $4,866+15.9% |
| Participant deferral / active EE | $4,267 | $5,631-24.2% | $4,798-11.1% | $5,352-20.3% |
| Admin fee / account holder | $290 | $9,544-97.0% | $7,477-96.1% | $9,541-97.0% |