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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 | $104,329 | $157,276-33.7% | $141,177-26.1% | $152,885-31.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -12.99% | 64.33%-77.3pp | 71.40%-84.4pp | 345.39%-358.4pp |
| Employer contribution / active EE | $1,717 | $5,262-67.4% | $4,736-63.7% | $4,763-64.0% |
| Participant deferral / active EE | $3,921 | $7,110-44.9% | $6,710-41.6% | $5,851-33.0% |
| Admin fee / account holder | $91 | $12,123-99.3% | $10,263-99.1% | $11,598-99.2% |