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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 | $88,166 | $129,959-32.2% | $104,301-15.5% | $134,532-34.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -22.30% | 42.04%-64.3pp | 24.61%-46.9pp | 418.27%-440.6pp |
| Employer contribution / active EE | $4,342 | $4,185+3.7% | $3,373+28.7% | $4,741-8.4% |
| Participant deferral / active EE | $3,577 | $5,589-36.0% | $4,626-22.7% | $6,401-44.1% |
| Admin fee / account holder | $236 | $9,325-97.5% | $7,340-96.8% | $11,429-97.9% |