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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 | $100,792-12.8% | $86,691+1.4% | $134,509-34.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -25.39% | 29.08%-54.5pp | 35.94%-61.3pp | 418.13%-443.5pp |
| Employer contribution / active EE | $6,399 | $3,491+83.3% | $2,837+125.6% | $4,741+35.0% |
| Participant deferral / active EE | $6,928 | $5,339+29.8% | $4,656+48.8% | $6,400+8.2% |
| Admin fee / account holder | $101 | $10,924-99.1% | $7,492-98.6% | $11,427-99.1% |