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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 | $73,506 | $157,276-53.3% | $141,177-47.9% | $152,885-51.9% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.5%-0.6pp |
| Annual return | -0.03% | 64.33%-64.4pp | 71.40%-71.4pp | 345.39%-345.4pp |
| Employer contribution / active EE | $1,729 | $5,262-67.1% | $4,736-63.5% | $4,763-63.7% |
| Participant deferral / active EE | $5,531 | $7,110-22.2% | $6,710-17.6% | $5,851-5.5% |
| Admin fee / account holder | $209 | $12,123-98.3% | $10,263-98.0% | $11,598-98.2% |