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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 | $80,627 | $167,522-51.9% | $151,639-46.8% | $134,532-40.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -78.66% | 7.81%-86.5pp | 3.34%-82.0pp | 418.27%-496.9pp |
| Employer contribution / active EE | $19,883 | $6,828+191.2% | $6,165+222.5% | $4,741+319.4% |
| Participant deferral / active EE | $15,372 | $8,986+71.1% | $8,363+83.8% | $6,401+140.2% |
| Admin fee / account holder | $73 | $13,780-99.5% | $11,613-99.4% | $11,429-99.4% |