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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 | $71,469 | $93,098-23.2% | $77,081-7.3% | $134,509-46.9% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -23.92% | 62.63%-86.6pp | 42.33%-66.2pp | 418.13%-442.1pp |
| Employer contribution / active EE | $1,860 | $3,419-45.6% | $2,813-33.9% | $4,741-60.8% |
| Participant deferral / active EE | $11,550 | $5,239+120.4% | $4,428+160.8% | $6,400+80.5% |
| Admin fee / account holder | $86 | $6,945-98.8% | $5,427-98.4% | $11,427-99.3% |