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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 | $110,847 | $197,819-44.0% | $155,789-28.8% | $125,389-11.6% |
| Participation rate | 75.0% | 82.1%-7.1pp | 76.1%-1.1pp | 83.2%-8.2pp |
| Annual return | -5.84% | 86.73%-92.6pp | 71.54%-77.4pp | 282.24%-288.1pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,726 | $5,631+19.4% | $4,798+40.2% | $5,352+25.7% |
| Admin fee / account holder | $18 | $9,544-99.8% | $7,477-99.8% | $9,541-99.8% |