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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 | $67,940 | $129,960-47.7% | $104,299-34.9% | $134,545-49.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -22.17% | 42.06%-64.2pp | 24.62%-46.8pp | 418.37%-440.5pp |
| Employer contribution / active EE | $15,032 | $4,186+259.1% | $3,373+345.6% | $4,742+217.0% |
| Participant deferral / active EE | $15,232 | $5,589+172.5% | $4,626+229.3% | $6,401+137.9% |
| Admin fee / account holder | $0 | $9,324-100.0% | $7,339-100.0% | $11,431-100.0% |