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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 | $74,782 | $133,998-44.2% | $112,263-33.4% | $134,545-44.4% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -21.57% | 47.17%-68.7pp | 27.49%-49.1pp | 418.37%-439.9pp |
| Employer contribution / active EE | $11,534 | $4,040+185.5% | $3,636+217.2% | $4,742+143.2% |
| Participant deferral / active EE | $2,497 | $5,292-52.8% | $4,729-47.2% | $6,401-61.0% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |