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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 | $74,845 | $129,959-42.4% | $104,301-28.2% | $134,532-44.4% |
| Participation rate | 83.3% | 79.5%+3.8pp | 73.3%+10.1pp | 81.2%+2.1pp |
| Annual return | -23.23% | 42.04%-65.3pp | 24.61%-47.8pp | 418.27%-441.5pp |
| Employer contribution / active EE | $1,722 | $4,185-58.9% | $3,373-48.9% | $4,741-63.7% |
| Participant deferral / active EE | $5,680 | $5,589+1.6% | $4,626+22.8% | $6,401-11.3% |
| Admin fee / account holder | $14 | $9,325-99.8% | $7,340-99.8% | $11,429-99.9% |