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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 | $36,834 | $152,591-75.9% | $117,529-68.7% | $134,545-72.6% |
| Participation rate | 90.9% | 77.1%+13.8pp | 70.6%+20.3pp | 81.2%+9.7pp |
| Annual return | -25.31% | 53.04%-78.3pp | 29.77%-55.1pp | 418.37%-443.7pp |
| Employer contribution / active EE | $5,448 | $5,576-2.3% | $4,179+30.3% | $4,742+14.9% |
| Participant deferral / active EE | $10,997 | $4,821+128.1% | $4,072+170.0% | $6,401+71.8% |
| Admin fee / account holder | $250 | $7,004-96.4% | $5,645-95.6% | $11,431-97.8% |