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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 | $78,891 | $133,981-41.1% | $112,249-29.7% | $134,532-41.4% |
| Participation rate | 81.3% | 78.6%+2.7pp | 75.1%+6.2pp | 81.2%0pp |
| Annual return | -22.42% | 47.16%-69.6pp | 27.48%-49.9pp | 418.27%-440.7pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,996 | $5,292-62.3% | $4,729-57.8% | $6,401-68.8% |
| Admin fee / account holder | $42 | $7,492-99.4% | $6,412-99.3% | $11,429-99.6% |