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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 | $149,098 | $174,018-14.3% | $136,833+9.0% | $198,609-24.9% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.0%+41.0pp | 82.4%+17.6pp |
| Annual return | -59.58% | 35.16%-94.7pp | 35.32%-94.9pp | 202.70%-262.3pp |
| Employer contribution / active EE | $558 | $1,571-64.5% | $1,319-57.7% | $5,055-89.0% |
| Participant deferral / active EE | $698 | $2,873-75.7% | $2,441-71.4% | $6,977-90.0% |
| Admin fee / account holder | $17 | $5,434-99.7% | $4,706-99.6% | $19,030-99.9% |