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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 | $105,312 | $157,276-33.0% | $141,177-25.4% | $152,885-31.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -58.09% | 64.33%-122.4pp | 71.40%-129.5pp | 345.39%-403.5pp |
| Employer contribution / active EE | $8,780 | $5,262+66.9% | $4,736+85.4% | $4,763+84.3% |
| Participant deferral / active EE | $8,425 | $7,110+18.5% | $6,710+25.6% | $5,851+44.0% |
| Admin fee / account holder | $60 | $12,123-99.5% | $10,263-99.4% | $11,598-99.5% |