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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 | $37,250 | $106,551-65.0% | $91,225-59.2% | $134,532-72.3% |
| Participation rate | 88.9% | 76.8%+12.1pp | 73.2%+15.7pp | 81.2%+7.7pp |
| Annual return | -22.05% | 160.78%-182.8pp | 114.12%-136.2pp | 418.27%-440.3pp |
| Employer contribution / active EE | $11,808 | $3,331+254.4% | $2,851+314.2% | $4,741+149.1% |
| Participant deferral / active EE | $6,997 | $4,718+48.3% | $4,233+65.3% | $6,401+9.3% |
| Admin fee / account holder | $138 | $6,234-97.8% | $5,422-97.5% | $11,429-98.8% |