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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 | $212,542 | $82,674+157.1% | $125,381+69.5% | $68,486+210.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -21.10% | -5.97%-15.1pp | 572.31%-593.4pp | -7.85%-13.2pp |
| Employer contribution / active EE | $4,424 | $3,382+30.8% | $4,815-8.1% | $2,597+70.4% |
| Participant deferral / active EE | $6,930 | $6,111+13.4% | $7,448-7.0% | $4,028+72.1% |
| Admin fee / account holder | $46 | $6,277-99.3% | $10,007-99.5% | $5,404-99.2% |