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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 | $58,836 | $138,076-57.4% | $123,553-52.4% | $135,380-56.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.96% | 153.70%-163.7pp | 119.21%-129.2pp | 519.81%-529.8pp |
| Employer contribution / active EE | $3,798 | $5,152-26.3% | $4,628-17.9% | $4,779-20.5% |
| Participant deferral / active EE | $5,003 | $6,800-26.4% | $6,426-22.1% | $5,609-10.8% |
| Admin fee / account holder | $293 | $10,917-97.3% | $9,284-96.8% | $10,828-97.3% |