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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 | $96,354 | $100,811-4.4% | $86,698+11.1% | $134,545-28.4% |
| Participation rate | 92.3% | 79.0%+13.4pp | 76.6%+15.7pp | 81.2%+11.1pp |
| Annual return | -22.66% | 29.11%-51.8pp | 35.96%-58.6pp | 418.37%-441.0pp |
| Employer contribution / active EE | $1,580 | $3,490-54.7% | $2,837-44.3% | $4,742-66.7% |
| Participant deferral / active EE | $2,473 | $5,339-53.7% | $4,656-46.9% | $6,401-61.4% |
| Admin fee / account holder | $187 | $10,926-98.3% | $7,492-97.5% | $11,431-98.4% |