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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 | $73,223 | $67,396+8.6% | $60,919+20.2% | $134,545-45.6% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.1%+16.9pp | 81.2%+8.8pp |
| Annual return | -25.23% | 50.12%-75.3pp | 16.96%-42.2pp | 418.37%-443.6pp |
| Employer contribution / active EE | $1,228 | $3,101-60.4% | $2,704-54.6% | $4,742-74.1% |
| Participant deferral / active EE | $4,769 | $4,534+5.2% | $3,814+25.0% | $6,401-25.5% |
| Admin fee / account holder | $8 | $4,590-99.8% | $3,228-99.7% | $11,431-99.9% |