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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 | $119,575 | $133,981-10.8% | $112,249+6.5% | $134,532-11.1% |
| Participation rate | 89.5% | 78.6%+10.9pp | 75.1%+14.4pp | 81.2%+8.2pp |
| Annual return | -29.19% | 47.16%-76.3pp | 27.48%-56.7pp | 418.27%-447.5pp |
| Employer contribution / active EE | $1,396 | $4,040-65.4% | $3,636-61.6% | $4,741-70.6% |
| Participant deferral / active EE | $4,461 | $5,292-15.7% | $4,729-5.7% | $6,401-30.3% |
| Admin fee / account holder | $29 | $7,492-99.6% | $6,412-99.6% | $11,429-99.7% |