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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 | $20,900 | $133,983-84.4% | $112,244-81.4% | $134,493-84.5% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -37.07% | 47.13%-84.2pp | 27.46%-64.5pp | 418.01%-455.1pp |
| Employer contribution / active EE | $9,393 | $4,039+132.6% | $3,635+158.4% | $4,740+98.2% |
| Participant deferral / active EE | $5,947 | $5,291+12.4% | $4,728+25.8% | $6,400-7.1% |
| Admin fee / account holder | $269 | $7,490-96.4% | $6,411-95.8% | $11,425-97.6% |