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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 | $60,565 | $138,102-56.1% | $125,381-51.7% | $134,532-55.0% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -24.46% | 750.73%-775.2pp | 572.31%-596.8pp | 418.27%-442.7pp |
| Employer contribution / active EE | $5,042 | $5,245-3.9% | $4,815+4.7% | $4,741+6.4% |
| Participant deferral / active EE | $11,661 | $7,801+49.5% | $7,448+56.6% | $6,401+82.2% |
| Admin fee / account holder | $87 | $11,568-99.2% | $10,007-99.1% | $11,429-99.2% |