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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 | $114,158 | $129,960-12.2% | $104,299+9.5% | $134,545-15.2% |
| Participation rate | 75.0% | 79.5%-4.5pp | 73.3%+1.7pp | 81.2%-6.2pp |
| Annual return | -21.29% | 42.06%-63.3pp | 24.62%-45.9pp | 418.37%-439.7pp |
| Employer contribution / active EE | $0 | $4,186-100.0% | $3,373-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $18,625 | $5,589+233.2% | $4,626+302.6% | $6,401+191.0% |
| Admin fee / account holder | $20 | $9,324-99.8% | $7,339-99.7% | $11,431-99.8% |