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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 | $87,362 | $90,486-3.5% | $78,676+11.0% | $273,972-68.1% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | -16.48% | 75.62%-92.1pp | 62.19%-78.7pp | 41.46%-57.9pp |
| Employer contribution / active EE | $2,311 | $3,175-27.2% | $2,850-18.9% | $4,869-52.5% |
| Participant deferral / active EE | $3,467 | $3,901-11.1% | $3,517-1.4% | $5,287-34.4% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |