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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 | $83,216 | $100,805-17.4% | $86,698-4.0% | $134,532-38.1% |
| Participation rate | 80.0% | 79.0%+1.0pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -23.72% | 29.09%-52.8pp | 35.95%-59.7pp | 418.27%-442.0pp |
| Employer contribution / active EE | $1,957 | $3,490-43.9% | $2,837-31.0% | $4,741-58.7% |
| Participant deferral / active EE | $7,498 | $5,339+40.4% | $4,656+61.0% | $6,401+17.1% |
| Admin fee / account holder | $13 | $10,925-99.9% | $7,493-99.8% | $11,429-99.9% |