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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 | $183,516-52.6% | $155,534-44.1% | $145,884-40.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -4.49% | 61.43%-65.9pp | 64.92%-69.4pp | 551.85%-556.3pp |
| Employer contribution / active EE | $2,793 | $5,315-47.5% | $4,675-40.3% | $4,662-40.1% |
| Participant deferral / active EE | $6,368 | $6,467-1.5% | $5,630+13.1% | $6,690-4.8% |
| Admin fee / account holder | $183 | $19,293-99.1% | $15,900-98.8% | $13,392-98.6% |