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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 | $75,538 | $82,674-8.6% | $125,381-39.8% | $68,486+10.3% |
| Participation rate | 86.8% | 75.1%+11.7pp | 82.4%+4.4pp | 67.9%+18.9pp |
| Annual return | -19.78% | -5.97%-13.8pp | 572.31%-592.1pp | -7.85%-11.9pp |
| Employer contribution / active EE | $4,363 | $3,382+29.0% | $4,815-9.4% | $2,597+68.0% |
| Participant deferral / active EE | $8,878 | $6,111+45.3% | $7,448+19.2% | $4,028+120.4% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,007-100.0% | $5,404-100.0% |