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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 | $109,196 | $142,430-23.3% | $115,170-5.2% | $152,885-28.6% |
| Participation rate | 90.0% | 82.4%+7.6pp | 75.9%+14.1pp | 82.5%+7.5pp |
| Annual return | -0.49% | 41.48%-42.0pp | 35.60%-36.1pp | 345.39%-345.9pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,598-100.0% |