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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 | $86,666 | $152,591-43.2% | $117,529-26.3% | $134,545-35.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -21.00% | 53.04%-74.0pp | 29.77%-50.8pp | 418.37%-439.4pp |
| Employer contribution / active EE | $18,688 | $5,576+235.1% | $4,179+347.2% | $4,742+294.1% |
| Participant deferral / active EE | $18,688 | $4,821+287.6% | $4,072+358.9% | $6,401+191.9% |
| Admin fee / account holder | $34 | $7,004-99.5% | $5,645-99.4% | $11,431-99.7% |