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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 | $45,273 | $133,981-66.2% | $112,249-59.7% | $134,532-66.3% |
| Participation rate | 93.8% | 78.6%+15.2pp | 75.1%+18.7pp | 81.2%+12.5pp |
| Annual return | -20.56% | 47.16%-67.7pp | 27.48%-48.0pp | 418.27%-438.8pp |
| Employer contribution / active EE | $9,021 | $4,040+123.3% | $3,636+148.1% | $4,741+90.3% |
| Participant deferral / active EE | $3,391 | $5,292-35.9% | $4,729-28.3% | $6,401-47.0% |
| Admin fee / account holder | $179 | $7,492-97.6% | $6,412-97.2% | $11,429-98.4% |