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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 | $46,399 | $198,457-76.6% | $170,435-72.8% | $147,586-68.6% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | -3.31% | 257.30%-260.6pp | 205.94%-209.2pp | 578.59%-581.9pp |
| Employer contribution / active EE | $8,121 | $6,183+31.3% | $5,432+49.5% | $4,876+66.5% |
| Participant deferral / active EE | $6,332 | $5,629+12.5% | $4,939+28.2% | $5,439+16.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |