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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 | $82,280 | $95,917-14.2% | $79,583+3.4% | $134,545-38.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -24.96% | -2.70%-22.3pp | 0.16%-25.1pp | 418.37%-443.3pp |
| Employer contribution / active EE | $7,094 | $3,129+126.7% | $2,414+193.9% | $4,742+49.6% |
| Participant deferral / active EE | $13,667 | $4,694+191.2% | $3,986+242.9% | $6,401+113.5% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |