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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 | $68,822 | $162,821-57.7% | $133,978-48.6% | $158,982-56.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -0.52% | 41.95%-42.5pp | 45.10%-45.6pp | 302.99%-303.5pp |
| Employer contribution / active EE | $8,776 | $4,976+76.4% | $3,919+123.9% | $4,763+84.3% |
| Participant deferral / active EE | $4,611 | $5,910-22.0% | $5,047-8.6% | $5,983-22.9% |
| Admin fee / account holder | $254 | $11,742-97.8% | $8,930-97.2% | $11,252-97.7% |