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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 | $52,846 | $95,975-44.9% | $74,549-29.1% | $135,379-61.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -11.06% | 56.96%-68.0pp | 32.53%-43.6pp | 519.79%-530.8pp |
| Employer contribution / active EE | $5,759 | $2,716+112.0% | $1,961+193.7% | $4,779+20.5% |
| Participant deferral / active EE | $8,071 | $3,844+110.0% | $3,108+159.7% | $5,609+43.9% |
| Admin fee / account holder | $177 | $6,522-97.3% | $5,059-96.5% | $10,828-98.4% |