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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 | $160,782 | $93,124+72.7% | $77,100+108.5% | $134,545+19.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -26.64% | 62.68%-89.3pp | 42.35%-69.0pp | 418.37%-445.0pp |
| Employer contribution / active EE | $2,662 | $3,421-22.2% | $2,815-5.4% | $4,742-43.9% |
| Participant deferral / active EE | $17,984 | $5,242+243.1% | $4,430+306.0% | $6,401+180.9% |
| Admin fee / account holder | $20 | $6,970-99.7% | $5,443-99.6% | $11,431-99.8% |