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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 | $93,377 | $217,427-57.1% | $185,837-49.8% | $167,518-44.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -30.19% | 148.39%-178.6pp | 122.08%-152.3pp | 478.71%-508.9pp |
| Employer contribution / active EE | $2,919 | $5,874-50.3% | $5,168-43.5% | $4,838-39.7% |
| Participant deferral / active EE | $6,482 | $6,357+2.0% | $5,568+16.4% | $6,342+2.2% |
| Admin fee / account holder | $3 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |