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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 | $104,486 | $183,516-43.1% | $155,534-32.8% | $145,884-28.4% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | -6.87% | 61.43%-68.3pp | 64.92%-71.8pp | 551.85%-558.7pp |
| Employer contribution / active EE | $1,341 | $5,315-74.8% | $4,675-71.3% | $4,662-71.2% |
| Participant deferral / active EE | $2,091 | $6,467-67.7% | $5,630-62.9% | $6,690-68.7% |
| Admin fee / account holder | $30 | $19,293-99.8% | $15,900-99.8% | $13,392-99.8% |