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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 | $71,617 | $82,674-13.4% | $125,381-42.9% | $68,486+4.6% |
| Participation rate | 97.1% | 75.1%+22.0pp | 82.4%+14.7pp | 67.9%+29.2pp |
| Annual return | -19.88% | -5.97%-13.9pp | 572.31%-592.2pp | -7.85%-12.0pp |
| Employer contribution / active EE | $8,914 | $3,382+163.6% | $4,815+85.1% | $2,597+243.3% |
| Participant deferral / active EE | $9,506 | $6,111+55.6% | $7,448+27.6% | $4,028+136.0% |
| Admin fee / account holder | $170 | $6,277-97.3% | $10,007-98.3% | $5,404-96.8% |