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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 | $117,846-31.6% | $102,434-21.3% | $145,884-44.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -19.41% | 31.90%-51.3pp | 29.46%-48.9pp | 551.85%-571.3pp |
| Employer contribution / active EE | $1,464 | $3,615-59.5% | $3,023-51.6% | $4,662-68.6% |
| Participant deferral / active EE | $13,706 | $5,733+139.1% | $5,055+171.1% | $6,690+104.9% |
| Admin fee / account holder | $87 | $13,356-99.4% | $9,462-99.1% | $13,392-99.4% |