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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 | $86,956 | $183,592-52.6% | $155,574-44.1% | $145,877-40.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -4.49% | 61.37%-65.9pp | 64.87%-69.4pp | 551.28%-555.8pp |
| Employer contribution / active EE | $2,793 | $5,317-47.5% | $4,676-40.3% | $4,663-40.1% |
| Participant deferral / active EE | $6,368 | $6,466-1.5% | $5,629+13.1% | $6,691-4.8% |
| Admin fee / account holder | $183 | $19,316-99.1% | $15,914-98.9% | $13,402-98.6% |