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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 | $90,126 | $115,814-22.2% | $101,275-11.0% | $158,982-43.3% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | -12.53% | 56.16%-68.7pp | 46.48%-59.0pp | 302.99%-315.5pp |
| Employer contribution / active EE | $10,761 | $4,176+157.7% | $3,660+194.0% | $4,763+125.9% |
| Participant deferral / active EE | $8,851 | $4,958+78.5% | $4,371+102.5% | $5,983+47.9% |
| Admin fee / account holder | $67 | $7,249-99.1% | $5,948-98.9% | $11,252-99.4% |