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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 | $61,404 | $138,072-55.5% | $123,549-50.3% | $135,382-54.6% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -10.80% | 153.69%-164.5pp | 119.20%-130.0pp | 519.77%-530.6pp |
| Employer contribution / active EE | $2,260 | $5,152-56.1% | $4,628-51.2% | $4,779-52.7% |
| Participant deferral / active EE | $4,887 | $6,799-28.1% | $6,426-24.0% | $5,609-12.9% |
| Admin fee / account holder | $93 | $10,917-99.1% | $9,284-99.0% | $10,829-99.1% |