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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 | $82,014 | $99,652-17.7% | $78,778+4.1% | $147,586-44.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | -28.47% | 47.28%-75.7pp | 35.62%-64.1pp | 578.59%-607.1pp |
| Employer contribution / active EE | $1,003 | $2,796-64.1% | $1,986-49.5% | $4,876-79.4% |
| Participant deferral / active EE | $1,510 | $3,664-58.8% | $2,958-49.0% | $5,439-72.2% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |