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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 | $34,799 | $67,396-48.4% | $60,919-42.9% | $134,545-74.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -23.50% | 50.12%-73.6pp | 16.96%-40.5pp | 418.37%-441.9pp |
| Employer contribution / active EE | $3,241 | $3,101+4.5% | $2,704+19.9% | $4,742-31.7% |
| Participant deferral / active EE | $5,198 | $4,534+14.6% | $3,814+36.3% | $6,401-18.8% |
| Admin fee / account holder | $276 | $4,590-94.0% | $3,228-91.5% | $11,431-97.6% |