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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 | $66,923 | $82,324-18.7% | $68,803-2.7% | $134,545-50.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -24.34% | -2.17%-22.2pp | -6.37%-18.0pp | 418.37%-442.7pp |
| Employer contribution / active EE | $10,228 | $3,302+209.8% | $2,656+285.1% | $4,742+115.7% |
| Participant deferral / active EE | $5,078 | $4,740+7.1% | $3,942+28.8% | $6,401-20.7% |
| Admin fee / account holder | $31 | $6,485-99.5% | $4,936-99.4% | $11,431-99.7% |