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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 | $96,653 | $162,821-40.6% | $133,978-27.9% | $158,982-39.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -8.53% | 41.95%-50.5pp | 45.10%-53.6pp | 302.99%-311.5pp |
| Employer contribution / active EE | $1,705 | $4,976-65.7% | $3,919-56.5% | $4,763-64.2% |
| Participant deferral / active EE | $5,486 | $5,910-7.2% | $5,047+8.7% | $5,983-8.3% |
| Admin fee / account holder | $39 | $11,742-99.7% | $8,930-99.6% | $11,252-99.7% |