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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 | $227,291-64.3% | $214,702-62.2% | $155,188-47.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | -9.41% | 60.08%-69.5pp | 54.55%-64.0pp | 148.84%-158.3pp |
| Employer contribution / active EE | $4,443 | $6,772-34.4% | $6,461-31.2% | $4,248+4.6% |
| Participant deferral / active EE | $6,449 | $9,582-32.7% | $9,147-29.5% | $6,531-1.3% |
| Admin fee / account holder | $124 | $20,413-99.4% | $19,830-99.4% | $14,480-99.1% |