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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 | $64,659 | $72,404-10.7% | $110,243-41.3% | $64,173+0.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -8.99% | -6.29%-2.7pp | 314.76%-323.8pp | 7.63%-16.6pp |
| Employer contribution / active EE | $2,226 | $2,282-2.5% | $3,827-41.8% | $2,381-6.5% |
| Participant deferral / active EE | $2,800 | $3,469-19.3% | $4,672-40.1% | $3,470-19.3% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,548-100.0% | $4,887-100.0% |