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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 | $65,520 | $133,981-51.1% | $112,249-41.6% | $134,532-51.3% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -28.77% | 47.16%-75.9pp | 27.48%-56.3pp | 418.27%-447.0pp |
| Employer contribution / active EE | $2,766 | $4,040-31.5% | $3,636-23.9% | $4,741-41.7% |
| Participant deferral / active EE | $10,801 | $5,292+104.1% | $4,729+128.4% | $6,401+68.7% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |