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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 | $80,640 | $95,915-15.9% | $79,580+1.3% | $134,532-40.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.98% | -2.71%-18.3pp | 0.15%-21.1pp | 418.27%-439.2pp |
| Employer contribution / active EE | $2,500 | $3,129-20.1% | $2,413+3.6% | $4,741-47.3% |
| Participant deferral / active EE | $1,599 | $4,693-65.9% | $3,985-59.9% | $6,401-75.0% |
| Admin fee / account holder | $18 | $9,132-99.8% | $6,835-99.7% | $11,429-99.8% |