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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 | $35,303 | $129,943-72.8% | $104,303-66.2% | $134,493-73.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -20.91% | 42.03%-62.9pp | 24.61%-45.5pp | 418.01%-438.9pp |
| Employer contribution / active EE | $3,320 | $4,185-20.7% | $3,372-1.6% | $4,740-30.0% |
| Participant deferral / active EE | $5,200 | $5,588-7.0% | $4,625+12.4% | $6,400-18.7% |
| Admin fee / account holder | $17 | $9,323-99.8% | $7,340-99.8% | $11,425-99.8% |