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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 | $72,508 | $82,678-12.3% | $125,391-42.2% | $68,490+5.9% |
| Participation rate | 97.6% | 75.1%+22.6pp | 82.4%+15.2pp | 67.9%+29.7pp |
| Annual return | -19.53% | -5.97%-13.6pp | 572.41%-591.9pp | -7.85%-11.7pp |
| Employer contribution / active EE | $8,752 | $3,382+158.8% | $4,816+81.7% | $2,597+237.1% |
| Participant deferral / active EE | $10,444 | $6,111+70.9% | $7,448+40.2% | $4,028+159.3% |
| Admin fee / account holder | $263 | $6,277-95.8% | $10,009-97.4% | $5,403-95.1% |