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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 | $67,772 | $93,098-27.2% | $77,081-12.1% | $134,509-49.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -23.55% | 62.63%-86.2pp | 42.33%-65.9pp | 418.13%-441.7pp |
| Employer contribution / active EE | $19,462 | $3,419+469.2% | $2,813+591.7% | $4,741+310.5% |
| Participant deferral / active EE | $27,000 | $5,239+415.3% | $4,428+509.8% | $6,400+321.9% |
| Admin fee / account holder | $216 | $6,945-96.9% | $5,427-96.0% | $11,427-98.1% |