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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 | $136,387 | $176,402-22.7% | $134,162+1.7% | $158,966-14.2% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | -14.20% | 63.66%-77.9pp | 36.35%-50.5pp | 302.95%-317.1pp |
| Employer contribution / active EE | $521 | $5,042-89.7% | $3,705-86.0% | $4,762-89.1% |
| Participant deferral / active EE | $521 | $4,093-87.3% | $3,500-85.1% | $5,983-91.3% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,250-100.0% |