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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 | $63,106 | $131,835-52.1% | $108,582-41.9% | $273,972-77.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -4.88% | -91.57%+86.7pp | -51.70%+46.8pp | 41.46%-46.3pp |
| Employer contribution / active EE | $6,121 | $4,913+24.6% | $3,758+62.9% | $4,869+25.7% |
| Participant deferral / active EE | $4,494 | $5,127-12.4% | $4,311+4.3% | $5,287-15.0% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |