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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 | $68,087 | $154,159-55.8% | $130,026-47.6% | $139,456-51.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -7.36% | 32.50%-39.9pp | -137.26%+129.9pp | 373.45%-380.8pp |
| Employer contribution / active EE | $3,226 | $5,292-39.0% | $4,321-25.3% | $4,753-32.1% |
| Participant deferral / active EE | $10,318 | $6,710+53.8% | $5,821+77.3% | $6,711+53.7% |
| Admin fee / account holder | $210 | $14,001-98.5% | $10,608-98.0% | $11,407-98.2% |