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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 | $85,917 | $131,835-34.8% | $108,582-20.9% | $273,972-68.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -2.47% | -91.57%+89.1pp | -51.70%+49.2pp | 41.46%-43.9pp |
| Employer contribution / active EE | $5,000 | $4,913+1.8% | $3,758+33.0% | $4,869+2.7% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |