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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 | $43,936 | $133,998-67.2% | $112,263-60.9% | $134,545-67.3% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -24.10% | 47.17%-71.3pp | 27.49%-51.6pp | 418.37%-442.5pp |
| Employer contribution / active EE | $2,383 | $4,040-41.0% | $3,636-34.5% | $4,742-49.7% |
| Participant deferral / active EE | $2,383 | $5,292-55.0% | $4,729-49.6% | $6,401-62.8% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |