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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 | $65,966 | $138,076-52.2% | $123,553-46.6% | $135,380-51.3% |
| Participation rate | 94.7% | 84.7%+10.0pp | 82.3%+12.4pp | 82.6%+12.1pp |
| Annual return | -10.94% | 153.70%-164.6pp | 119.21%-130.1pp | 519.81%-530.7pp |
| Employer contribution / active EE | $1,756 | $5,152-65.9% | $4,628-62.1% | $4,779-63.3% |
| Participant deferral / active EE | $5,209 | $6,800-23.4% | $6,426-18.9% | $5,609-7.1% |
| Admin fee / account holder | $107 | $10,917-99.0% | $9,284-98.8% | $10,828-99.0% |