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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 | $211,903 | $110,410+91.9% | $102,437+106.9% | $145,897+45.2% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | -29.94% | 24.85%-54.8pp | 24.95%-54.9pp | 552.29%-582.2pp |
| Employer contribution / active EE | $2,312 | $4,217-45.2% | $3,871-40.3% | $4,663-50.4% |
| Participant deferral / active EE | $2,437 | $5,622-56.6% | $5,060-51.8% | $6,689-63.6% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |