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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 | $75,757 | $105,864-28.4% | $90,162-16.0% | $147,585-48.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | -1.54% | 37.63%-39.2pp | 34.88%-36.4pp | 578.57%-580.1pp |
| Employer contribution / active EE | $21,106 | $4,126+411.6% | $3,318+536.2% | $4,876+332.8% |
| Participant deferral / active EE | $10,283 | $5,733+79.4% | $5,287+94.5% | $5,439+89.1% |
| Admin fee / account holder | $229 | $8,046-97.2% | $5,943-96.2% | $10,885-97.9% |