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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 | $82,551 | $82,678-0.2% | $125,391-34.2% | $68,490+20.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -20.15% | -5.97%-14.2pp | 572.41%-592.6pp | -7.85%-12.3pp |
| Employer contribution / active EE | $2,597 | $3,382-23.2% | $4,816-46.1% | $2,5970% |
| Participant deferral / active EE | $6,365 | $6,111+4.1% | $7,448-14.5% | $4,028+58.0% |
| Admin fee / account holder | $232 | $6,277-96.3% | $10,009-97.7% | $5,403-95.7% |