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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 | $68,884 | $157,829-56.4% | $136,867-49.7% | $198,609-65.3% |
| Participation rate | 71.4% | 77.2%-5.7pp | 74.5%-3.1pp | 82.4%-10.9pp |
| Annual return | -21.43% | 51.25%-72.7pp | 42.97%-64.4pp | 202.70%-224.1pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |