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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 | $98,909 | $133,998-26.2% | $112,263-11.9% | $134,545-26.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.52% | 47.17%-68.7pp | 27.49%-49.0pp | 418.37%-439.9pp |
| Employer contribution / active EE | $6,430 | $4,040+59.1% | $3,636+76.8% | $4,742+35.6% |
| Participant deferral / active EE | $6,925 | $5,292+30.8% | $4,729+46.4% | $6,401+8.2% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |