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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 | $84,370 | $100,811-16.3% | $86,698-2.7% | $134,545-37.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -31.41% | 29.11%-60.5pp | 35.96%-67.4pp | 418.37%-449.8pp |
| Employer contribution / active EE | $49,563 | $3,490+1320.1% | $2,837+1647.1% | $4,742+945.3% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |