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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 | $125,782 | $95,895+31.2% | $79,576+58.1% | $134,509-6.5% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | -24.32% | -2.72%-21.6pp | 0.15%-24.5pp | 418.13%-442.5pp |
| Employer contribution / active EE | $1,893 | $3,128-39.5% | $2,413-21.6% | $4,741-60.1% |
| Participant deferral / active EE | $4,008 | $4,693-14.6% | $3,985+0.6% | $6,400-37.4% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |