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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 | $88,720 | $93,117-4.7% | $77,096+15.1% | $134,532-34.1% |
| Participation rate | 88.9% | 74.5%+14.4pp | 67.9%+21.0pp | 81.2%+7.7pp |
| Annual return | -49.09% | 62.67%-111.8pp | 42.35%-91.4pp | 418.27%-467.4pp |
| Employer contribution / active EE | $7,840 | $3,420+129.2% | $2,814+178.6% | $4,741+65.4% |
| Participant deferral / active EE | $11,340 | $5,241+116.4% | $4,429+156.0% | $6,401+77.2% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |