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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 | $100,417 | $100,811-0.4% | $86,698+15.8% | $134,545-25.4% |
| Participation rate | 88.9% | 79.0%+9.9pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -20.76% | 29.11%-49.9pp | 35.96%-56.7pp | 418.37%-439.1pp |
| Employer contribution / active EE | $1,616 | $3,490-53.7% | $2,837-43.0% | $4,742-65.9% |
| Participant deferral / active EE | $2,185 | $5,339-59.1% | $4,656-53.1% | $6,401-65.9% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |