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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 | $85,384 | $99,995-14.6% | $85,063+0.4% | $145,978-41.5% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | -9.20% | 83.99%-93.2pp | 66.54%-75.7pp | 550.52%-559.7pp |
| Employer contribution / active EE | $1,335 | $3,231-58.7% | $2,727-51.1% | $4,662-71.4% |
| Participant deferral / active EE | $1,747 | $5,295-67.0% | $4,523-61.4% | $6,690-73.9% |
| Admin fee / account holder | $0 | $7,255-100.0% | $6,155-100.0% | $13,400-100.0% |