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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 | $42,082 | $93,346-54.9% | $71,796-41.4% | $273,972-84.6% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 83.0%-8.0pp |
| Annual return | -21.88% | 130.39%-152.3pp | 78.04%-99.9pp | 41.46%-63.3pp |
| Employer contribution / active EE | $6,250 | $2,733+128.7% | $1,924+224.8% | $4,869+28.4% |
| Participant deferral / active EE | $4,500 | $3,475+29.5% | $2,794+61.0% | $5,287-14.9% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |