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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 | $80,782 | $84,236-4.1% | $170,435-52.6% | $70,126+15.2% |
| Participation rate | 76.0% | 70.8%+5.2pp | 83.6%-7.6pp | 69.5%+6.5pp |
| Annual return | -38.82% | 23.06%-61.9pp | 205.94%-244.8pp | 73.15%-112.0pp |
| Employer contribution / active EE | $1,729 | $3,387-49.0% | $5,432-68.2% | $2,343-26.2% |
| Participant deferral / active EE | $3,440 | $3,086+11.5% | $4,939-30.4% | $3,332+3.3% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |