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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 | $70,662 | $95,915-26.3% | $79,580-11.2% | $134,532-47.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -24.33% | -2.71%-21.6pp | 0.15%-24.5pp | 418.27%-442.6pp |
| Employer contribution / active EE | $8,850 | $3,129+182.9% | $2,413+266.7% | $4,741+86.7% |
| Participant deferral / active EE | $17,700 | $4,693+277.1% | $3,985+344.1% | $6,401+176.5% |
| Admin fee / account holder | $35 | $9,132-99.6% | $6,835-99.5% | $11,429-99.7% |