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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 | $61,205 | $115,810-47.2% | $101,271-39.6% | $158,966-61.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -1.31% | 56.15%-57.5pp | 46.48%-47.8pp | 302.95%-304.3pp |
| Employer contribution / active EE | $1,707 | $4,175-59.1% | $3,660-53.4% | $4,762-64.2% |
| Participant deferral / active EE | $8,641 | $4,958+74.3% | $4,371+97.7% | $5,983+44.4% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |