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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 | $77,158 | $90,486-14.7% | $78,676-1.9% | $273,972-71.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -2.59% | 75.62%-78.2pp | 62.19%-64.8pp | 41.46%-44.0pp |
| Employer contribution / active EE | $21,041 | $3,175+562.7% | $2,850+638.3% | $4,869+332.2% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |