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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 | $61,374 | $105,866-42.0% | $90,766-32.4% | $134,545-54.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -21.37% | -10.99%-10.4pp | -12.16%-9.2pp | 418.37%-439.7pp |
| Employer contribution / active EE | $7,673 | $3,464+121.5% | $2,922+162.6% | $4,742+61.8% |
| Participant deferral / active EE | $8,247 | $5,217+58.1% | $4,565+80.7% | $6,401+28.8% |
| Admin fee / account holder | $20 | $13,938-99.9% | $8,446-99.8% | $11,431-99.8% |