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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 | $128,117 | $167,353-23.4% | $143,797-10.9% | $134,545-4.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -46.76% | 0.48%-47.2pp | -0.04%-46.7pp | 418.37%-465.1pp |
| Employer contribution / active EE | $1,500 | $5,620-73.3% | $4,952-69.7% | $4,742-68.4% |
| Participant deferral / active EE | $6,750 | $6,447+4.7% | $5,638+19.7% | $6,401+5.4% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |