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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 | $82,012 | $138,076-40.6% | $123,553-33.6% | $135,380-39.4% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -27.68% | 153.70%-181.4pp | 119.21%-146.9pp | 519.81%-547.5pp |
| Employer contribution / active EE | $5,342 | $5,152+3.7% | $4,628+15.4% | $4,779+11.8% |
| Participant deferral / active EE | $10,476 | $6,800+54.1% | $6,426+63.0% | $5,609+86.8% |
| Admin fee / account holder | $67 | $10,917-99.4% | $9,284-99.3% | $10,828-99.4% |