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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 | $36,523 | $157,296-76.8% | $141,191-74.1% | $152,897-76.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -31.93% | 64.34%-96.3pp | 71.41%-103.3pp | 345.43%-377.4pp |
| Employer contribution / active EE | $10,344 | $5,262+96.6% | $4,736+118.4% | $4,764+117.2% |
| Participant deferral / active EE | $6,919 | $7,111-2.7% | $6,710+3.1% | $5,851+18.3% |
| Admin fee / account holder | $268 | $12,125-97.8% | $10,264-97.4% | $11,599-97.7% |