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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 | $161,324 | $133,981+20.4% | $112,249+43.7% | $134,532+19.9% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -26.00% | 47.16%-73.2pp | 27.48%-53.5pp | 418.27%-444.3pp |
| Employer contribution / active EE | $899 | $4,040-77.7% | $3,636-75.3% | $4,741-81.0% |
| Participant deferral / active EE | $6,505 | $5,292+22.9% | $4,729+37.6% | $6,401+1.6% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |