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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 | $88,248 | $129,960-32.1% | $104,299-15.4% | $134,545-34.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -20.62% | 42.06%-62.7pp | 24.62%-45.2pp | 418.37%-439.0pp |
| Employer contribution / active EE | $2,723 | $4,186-35.0% | $3,373-19.3% | $4,742-42.6% |
| Participant deferral / active EE | $11,813 | $5,589+111.3% | $4,626+155.4% | $6,401+84.5% |
| Admin fee / account holder | $20 | $9,324-99.8% | $7,339-99.7% | $11,431-99.8% |