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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 | $62,068 | $138,075-55.0% | $123,552-49.8% | $135,379-54.2% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | -9.43% | 153.70%-163.1pp | 119.20%-128.6pp | 519.79%-529.2pp |
| Employer contribution / active EE | $3,113 | $5,152-39.6% | $4,628-32.7% | $4,779-34.9% |
| Participant deferral / active EE | $6,098 | $6,800-10.3% | $6,426-5.1% | $5,609+8.7% |
| Admin fee / account holder | $104 | $10,917-99.1% | $9,285-98.9% | $10,828-99.0% |