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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 | $144,876 | $95,975+51.0% | $74,549+94.3% | $135,379+7.0% |
| Participation rate | 81.3% | 75.7%+5.6pp | 69.1%+12.1pp | 82.6%-1.4pp |
| Annual return | -12.86% | 56.96%-69.8pp | 32.53%-45.4pp | 519.79%-532.6pp |
| Employer contribution / active EE | $2,913 | $2,716+7.2% | $1,961+48.5% | $4,779-39.0% |
| Participant deferral / active EE | $8,553 | $3,844+122.5% | $3,108+175.2% | $5,609+52.5% |
| Admin fee / account holder | $62 | $6,522-99.0% | $5,059-98.8% | $10,828-99.4% |