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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 | $96,480 | $124,425-22.5% | $112,040-13.9% | $137,256-29.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | -38.44% | 24.72%-63.2pp | 24.52%-63.0pp | 220.34%-258.8pp |
| Employer contribution / active EE | $4,430 | $3,411+29.8% | $2,954+50.0% | $4,156+6.6% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $50 | $15,207-99.7% | $12,098-99.6% | $12,270-99.6% |