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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 | $44,883 | $168,636-73.4% | $147,618-69.6% | $125,388-64.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -10.49% | 77.65%-88.1pp | 61.98%-72.5pp | 282.24%-292.7pp |
| Employer contribution / active EE | $2,309 | $6,252-63.1% | $5,565-58.5% | $4,866-52.6% |
| Participant deferral / active EE | $6,822 | $5,507+23.9% | $4,895+39.4% | $5,352+27.5% |
| Admin fee / account holder | $244 | $13,580-98.2% | $11,612-97.9% | $9,541-97.4% |