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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 | $101,696 | $100,811+0.9% | $86,698+17.3% | $134,545-24.4% |
| Participation rate | 75.0% | 79.0%-4.0pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -21.40% | 29.11%-50.5pp | 35.96%-57.4pp | 418.37%-439.8pp |
| Employer contribution / active EE | $2,070 | $3,490-40.7% | $2,837-27.0% | $4,742-56.3% |
| Participant deferral / active EE | $4,971 | $5,339-6.9% | $4,656+6.8% | $6,401-22.3% |
| Admin fee / account holder | $93 | $10,926-99.2% | $7,492-98.8% | $11,431-99.2% |