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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 | $107,305 | $133,998-19.9% | $112,263-4.4% | $134,545-20.2% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -26.33% | 47.17%-73.5pp | 27.49%-53.8pp | 418.37%-444.7pp |
| Employer contribution / active EE | $2,113 | $4,040-47.7% | $3,636-41.9% | $4,742-55.4% |
| Participant deferral / active EE | $2,117 | $5,292-60.0% | $4,729-55.2% | $6,401-66.9% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |