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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 | $107,796 | $82,674+30.4% | $125,363-14.0% | $68,495+57.4% |
| Participation rate | 72.7% | 75.0%-2.3pp | 82.4%-9.6pp | 67.9%+4.8pp |
| Annual return | -19.40% | -5.97%-13.4pp | 572.15%-591.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,562 | $3,382-53.8% | $4,815-67.6% | $2,596-39.8% |
| Participant deferral / active EE | $4,901 | $6,111-19.8% | $7,447-34.2% | $4,028+21.7% |
| Admin fee / account holder | $121 | $6,276-98.1% | $10,005-98.8% | $5,403-97.8% |