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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 | $80,641 | $117,829-31.6% | $102,423-21.3% | $145,877-44.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -19.41% | 31.83%-51.2pp | 29.42%-48.8pp | 551.28%-570.7pp |
| Employer contribution / active EE | $1,464 | $3,615-59.5% | $3,023-51.6% | $4,663-68.6% |
| Participant deferral / active EE | $13,706 | $5,732+139.1% | $5,054+171.2% | $6,691+104.9% |
| Admin fee / account holder | $87 | $13,335-99.4% | $9,455-99.1% | $13,402-99.4% |