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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 | $131,201 | $185,905-29.4% | $170,057-22.8% | $139,487-5.9% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | -11.18% | 60.56%-71.7pp | 53.42%-64.6pp | 373.84%-385.0pp |
| Employer contribution / active EE | $2,082 | $7,597-72.6% | $6,790-69.3% | $4,755-56.2% |
| Participant deferral / active EE | $12,411 | $11,627+6.7% | $10,411+19.2% | $6,713+84.9% |
| Admin fee / account holder | $237 | $15,397-98.5% | $12,826-98.2% | $11,407-97.9% |