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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 | $96,126 | $133,981-28.3% | $112,249-14.4% | $134,532-28.5% |
| Participation rate | 92.9% | 78.6%+14.3pp | 75.1%+17.8pp | 81.2%+11.6pp |
| Annual return | -21.38% | 47.16%-68.5pp | 27.48%-48.9pp | 418.27%-439.6pp |
| Employer contribution / active EE | $4,424 | $4,040+9.5% | $3,636+21.7% | $4,741-6.7% |
| Participant deferral / active EE | $7,776 | $5,292+46.9% | $4,729+64.4% | $6,401+21.5% |
| Admin fee / account holder | $101 | $7,492-98.7% | $6,412-98.4% | $11,429-99.1% |