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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 | $60,879 | $133,998-54.6% | $112,263-45.8% | $134,545-54.8% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -20.61% | 47.17%-67.8pp | 27.49%-48.1pp | 418.37%-439.0pp |
| Employer contribution / active EE | $3,102 | $4,040-23.2% | $3,636-14.7% | $4,742-34.6% |
| Participant deferral / active EE | $5,988 | $5,292+13.1% | $4,729+26.6% | $6,401-6.5% |
| Admin fee / account holder | $127 | $7,493-98.3% | $6,410-98.0% | $11,431-98.9% |