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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 | $44,482 | $134,001-66.8% | $112,258-60.4% | $134,509-66.9% |
| Participation rate | 84.6% | 78.6%+6.1pp | 75.1%+9.6pp | 81.2%+3.4pp |
| Annual return | -23.45% | 47.15%-70.6pp | 27.47%-50.9pp | 418.13%-441.6pp |
| Employer contribution / active EE | $3,423 | $4,039-15.3% | $3,636-5.8% | $4,741-27.8% |
| Participant deferral / active EE | $7,403 | $5,291+39.9% | $4,728+56.6% | $6,400+15.7% |
| Admin fee / account holder | $194 | $7,491-97.4% | $6,411-97.0% | $11,427-98.3% |