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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 | $52,063 | $174,018-70.1% | $136,833-62.0% | $198,609-73.8% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.0%+41.0pp | 82.4%+17.6pp |
| Annual return | -27.91% | 35.16%-63.1pp | 35.32%-63.2pp | 202.70%-230.6pp |
| Employer contribution / active EE | $13,781 | $1,571+777.2% | $1,319+945.2% | $5,055+172.6% |
| Participant deferral / active EE | $15,007 | $2,873+422.3% | $2,441+514.8% | $6,977+115.1% |
| Admin fee / account holder | $0 | $5,434-100.0% | $4,706-100.0% | $19,030-100.0% |