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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 | $52,301 | $82,678-36.7% | $125,391-58.3% | $68,490-23.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -32.94% | -5.97%-27.0pp | 572.41%-605.3pp | -7.85%-25.1pp |
| Employer contribution / active EE | $7,312 | $3,382+116.2% | $4,816+51.8% | $2,597+181.6% |
| Participant deferral / active EE | $7,893 | $6,111+29.2% | $7,448+6.0% | $4,028+96.0% |
| Admin fee / account holder | $191 | $6,277-97.0% | $10,009-98.1% | $5,403-96.5% |