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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 | $89,972 | $167,353-46.2% | $143,797-37.4% | $134,545-33.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -58.38% | 0.48%-58.9pp | -0.04%-58.3pp | 418.37%-476.8pp |
| Employer contribution / active EE | $5,940 | $5,620+5.7% | $4,952+19.9% | $4,742+25.3% |
| Participant deferral / active EE | $9,160 | $6,447+42.1% | $5,638+62.5% | $6,401+43.1% |
| Admin fee / account holder | $10 | $18,096-99.9% | $14,679-99.9% | $11,431-99.9% |