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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 | $95,427 | $142,361-33.0% | $119,608-20.2% | $134,509-29.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.25% | -12.46%-7.8pp | -14.98%-5.3pp | 418.13%-438.4pp |
| Employer contribution / active EE | $7,112 | $5,224+36.1% | $4,232+68.0% | $4,741+50.0% |
| Participant deferral / active EE | $5,907 | $6,468-8.7% | $5,601+5.5% | $6,400-7.7% |
| Admin fee / account holder | $252 | $13,588-98.1% | $10,326-97.6% | $11,427-97.8% |