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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 | $98,537 | $167,362-41.1% | $143,799-31.5% | $134,532-26.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -33.47% | 0.47%-33.9pp | -0.04%-33.4pp | 418.27%-451.7pp |
| Employer contribution / active EE | $1,835 | $5,620-67.3% | $4,952-62.9% | $4,741-61.3% |
| Participant deferral / active EE | $8,866 | $6,447+37.5% | $5,638+57.2% | $6,401+38.5% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |