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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 | $128,124 | $99,644+28.6% | $86,438+48.2% | $134,532-4.8% |
| Participation rate | 87.5% | 82.1%+5.4pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -22.10% | 6787.26%-6809.4pp | 4397.19%-4419.3pp | 418.27%-440.4pp |
| Employer contribution / active EE | $3,891 | $4,402-11.6% | $3,769+3.2% | $4,741-17.9% |
| Participant deferral / active EE | $9,305 | $7,247+28.4% | $6,952+33.8% | $6,401+45.4% |
| Admin fee / account holder | $254 | $8,375-97.0% | $6,733-96.2% | $11,429-97.8% |