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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 | $35,764 | $95,975-62.7% | $74,552-52.0% | $135,382-73.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -10.78% | 56.96%-67.7pp | 32.53%-43.3pp | 519.77%-530.5pp |
| Employer contribution / active EE | $2,814 | $2,716+3.6% | $1,961+43.5% | $4,779-41.1% |
| Participant deferral / active EE | $8,523 | $3,844+121.7% | $3,108+174.2% | $5,609+52.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,829-100.0% |