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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 | $48,400 | $138,076-64.9% | $123,553-60.8% | $135,380-64.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -13.15% | 153.70%-166.9pp | 119.21%-132.4pp | 519.81%-533.0pp |
| Employer contribution / active EE | $3,017 | $5,152-41.4% | $4,628-34.8% | $4,779-36.9% |
| Participant deferral / active EE | $5,432 | $6,800-20.1% | $6,426-15.5% | $5,609-3.1% |
| Admin fee / account holder | $252 | $10,917-97.7% | $9,284-97.3% | $10,828-97.7% |