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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 | $86,593 | $93,346-7.2% | $71,796+20.6% | $273,972-68.4% |
| Participation rate | 89.5% | 76.5%+12.9pp | 69.1%+20.4pp | 83.0%+6.5pp |
| Annual return | -1.51% | 130.39%-131.9pp | 78.04%-79.6pp | 41.46%-43.0pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,939 | $3,475-15.4% | $2,794+5.2% | $5,287-44.4% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |