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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 | $87,940 | $100,805-12.8% | $86,698+1.4% | $134,532-34.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -25.39% | 29.09%-54.5pp | 35.95%-61.3pp | 418.27%-443.7pp |
| Employer contribution / active EE | $6,399 | $3,490+83.4% | $2,837+125.6% | $4,741+35.0% |
| Participant deferral / active EE | $6,928 | $5,339+29.8% | $4,656+48.8% | $6,401+8.2% |
| Admin fee / account holder | $101 | $10,925-99.1% | $7,493-98.6% | $11,429-99.1% |