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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 | $129,106 | $227,597-43.3% | $189,575-31.9% | $167,536-22.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | -20.64% | 78.44%-99.1pp | 64.19%-84.8pp | 478.82%-499.5pp |
| Employer contribution / active EE | $1,050 | $5,316-80.2% | $4,412-76.2% | $4,839-78.3% |
| Participant deferral / active EE | $3,948 | $7,002-43.6% | $6,174-36.0% | $6,342-37.8% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |