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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 | $81,485 | $133,998-39.2% | $112,263-27.4% | $134,545-39.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -25.85% | 47.17%-73.0pp | 27.49%-53.3pp | 418.37%-444.2pp |
| Employer contribution / active EE | $8,727 | $4,040+116.0% | $3,636+140.0% | $4,742+84.0% |
| Participant deferral / active EE | $5,689 | $5,292+7.5% | $4,729+20.3% | $6,401-11.1% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |