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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 | $81,095 | $223,823-63.8% | $211,142-61.6% | $154,746-47.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | -9.41% | 50.39%-59.8pp | 46.84%-56.3pp | 172.34%-181.8pp |
| Employer contribution / active EE | $4,443 | $6,787-34.5% | $6,442-31.0% | $4,379+1.4% |
| Participant deferral / active EE | $6,449 | $9,750-33.9% | $9,284-30.5% | $6,730-4.2% |
| Admin fee / account holder | $124 | $19,707-99.4% | $19,076-99.3% | $14,365-99.1% |