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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 | $123,524 | $167,353-26.2% | $143,797-14.1% | $134,545-8.2% |
| Participation rate | 76.9% | 84.8%-7.9pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | -34.55% | 0.48%-35.0pp | -0.04%-34.5pp | 418.37%-452.9pp |
| Employer contribution / active EE | $1,722 | $5,620-69.4% | $4,952-65.2% | $4,742-63.7% |
| Participant deferral / active EE | $6,922 | $6,447+7.4% | $5,638+22.8% | $6,401+8.1% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |