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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 | $53,716 | $101,069-46.9% | $81,478-34.1% | $147,585-63.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | -13.16% | 32.40%-45.6pp | 38.78%-51.9pp | 578.57%-591.7pp |
| Employer contribution / active EE | $2,508 | $3,205-21.8% | $2,568-2.3% | $4,876-48.6% |
| Participant deferral / active EE | $4,181 | $4,242-1.4% | $3,537+18.2% | $5,439-23.1% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |