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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 | $71,482 | $106,551-32.9% | $91,225-21.6% | $134,532-46.9% |
| Participation rate | 83.3% | 76.8%+6.5pp | 73.2%+10.1pp | 81.2%+2.1pp |
| Annual return | -26.91% | 160.78%-187.7pp | 114.12%-141.0pp | 418.27%-445.2pp |
| Employer contribution / active EE | $7,181 | $3,331+115.6% | $2,851+151.9% | $4,741+51.5% |
| Participant deferral / active EE | $1,973 | $4,718-58.2% | $4,233-53.4% | $6,401-69.2% |
| Admin fee / account holder | $80 | $6,234-98.7% | $5,422-98.5% | $11,429-99.3% |