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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 | $83,623 | $82,678+1.1% | $125,391-33.3% | $68,490+22.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.68% | -5.97%-13.7pp | 572.41%-592.1pp | -7.85%-11.8pp |
| Employer contribution / active EE | $4,398 | $3,382+30.0% | $4,816-8.7% | $2,597+69.4% |
| Participant deferral / active EE | $6,522 | $6,111+6.7% | $7,448-12.4% | $4,028+61.9% |
| Admin fee / account holder | $36 | $6,277-99.4% | $10,009-99.6% | $5,403-99.3% |