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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 | $84,027 | $133,998-37.3% | $112,263-25.2% | $134,545-37.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.22% | 47.17%-68.4pp | 27.49%-48.7pp | 418.37%-439.6pp |
| Employer contribution / active EE | $15,430 | $4,040+281.9% | $3,636+324.4% | $4,742+225.4% |
| Participant deferral / active EE | $4,125 | $5,292-22.1% | $4,729-12.8% | $6,401-35.6% |
| Admin fee / account holder | $92 | $7,493-98.8% | $6,410-98.6% | $11,431-99.2% |