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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 | $77,664 | $100,792-22.9% | $86,691-10.4% | $134,509-42.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -51.37% | 29.08%-80.4pp | 35.94%-87.3pp | 418.13%-469.5pp |
| Employer contribution / active EE | $81,000 | $3,491+2220.6% | $2,837+2755.2% | $4,741+1608.7% |
| Participant deferral / active EE | $54,000 | $5,339+911.4% | $4,656+1059.8% | $6,400+743.7% |
| Admin fee / account holder | $114 | $10,924-99.0% | $7,492-98.5% | $11,427-99.0% |