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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 | $21,603 | $156,398-86.2% | $147,318-85.3% | $138,895-84.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | -53.07% | 78.75%-131.8pp | 70.43%-123.5pp | 145.39%-198.5pp |
| Employer contribution / active EE | $3,311 | $4,853-31.8% | $4,593-27.9% | $4,194-21.1% |
| Participant deferral / active EE | $5,875 | $8,237-28.7% | $7,906-25.7% | $6,396-8.1% |
| Admin fee / account holder | $290 | $14,976-98.1% | $13,708-97.9% | $12,562-97.7% |