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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 | $121,682 | $82,678+47.2% | $125,391-3.0% | $68,490+77.7% |
| Participation rate | 85.7% | 75.1%+10.7pp | 82.4%+3.3pp | 67.9%+17.8pp |
| Annual return | -30.10% | -5.97%-24.1pp | 572.41%-602.5pp | -7.85%-22.2pp |
| Employer contribution / active EE | $4,890 | $3,382+44.6% | $4,816+1.5% | $2,597+88.3% |
| Participant deferral / active EE | $11,279 | $6,111+84.6% | $7,448+51.4% | $4,028+180.0% |
| Admin fee / account holder | $30 | $6,277-99.5% | $10,009-99.7% | $5,403-99.4% |