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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 | $213,378 | $115,917+84.1% | $100,535+112.2% | $158,982+34.2% |
| Participation rate | 71.4% | 81.6%-10.2pp | 79.4%-8.0pp | 82.0%-10.5pp |
| Annual return | -9.70% | 34.80%-44.5pp | 30.90%-40.6pp | 302.99%-312.7pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,075 | $6,677-53.9% | $6,271-51.0% | $5,983-48.6% |
| Admin fee / account holder | $1 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |