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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 | $68,905 | $78,694-12.4% | $67,653+1.9% | $125,388-45.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -4.78% | 9.46%-14.2pp | 6625.22%-6630.0pp | 282.24%-287.0pp |
| Employer contribution / active EE | $22,291 | $3,044+632.4% | $2,266+883.9% | $4,866+358.1% |
| Participant deferral / active EE | $13,090 | $4,292+205.0% | $3,560+267.7% | $5,352+144.6% |
| Admin fee / account holder | $251 | $7,403-96.6% | $4,821-94.8% | $9,541-97.4% |