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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 | $141,857 | $168,635-15.9% | $147,617-3.9% | $125,389+13.1% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -3.92% | 77.65%-81.6pp | 61.98%-65.9pp | 282.24%-286.2pp |
| Employer contribution / active EE | $2,211 | $6,252-64.6% | $5,564-60.3% | $4,866-54.6% |
| Participant deferral / active EE | $5,251 | $5,507-4.7% | $4,895+7.3% | $5,352-1.9% |
| Admin fee / account holder | $4 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |