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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 | $68,966 | $134,001-48.5% | $112,258-38.6% | $134,509-48.7% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -26.67% | 47.15%-73.8pp | 27.47%-54.1pp | 418.13%-444.8pp |
| Employer contribution / active EE | $1,918 | $4,039-52.5% | $3,636-47.2% | $4,741-59.5% |
| Participant deferral / active EE | $6,098 | $5,291+15.2% | $4,728+29.0% | $6,400-4.7% |
| Admin fee / account holder | $52 | $7,491-99.3% | $6,411-99.2% | $11,427-99.5% |