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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 | $60,479 | $106,267-43.1% | $96,520-37.3% | $139,456-56.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -17.45% | 38.45%-55.9pp | 35.72%-53.2pp | 373.45%-390.9pp |
| Employer contribution / active EE | $4,016 | $4,105-2.2% | $3,739+7.4% | $4,753-15.5% |
| Participant deferral / active EE | $7,711 | $5,454+41.4% | $4,879+58.1% | $6,711+14.9% |
| Admin fee / account holder | $114 | $7,882-98.6% | $6,733-98.3% | $11,407-99.0% |