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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 | $141,147 | $92,743+52.2% | $82,744+70.6% | $134,532+4.9% |
| Participation rate | 76.5% | 75.2%+1.3pp | 72.6%+3.9pp | 81.2%-4.8pp |
| Annual return | -22.27% | 946.63%-968.9pp | 702.22%-724.5pp | 418.27%-440.5pp |
| Employer contribution / active EE | $930 | $3,273-71.6% | $3,008-69.1% | $4,741-80.4% |
| Participant deferral / active EE | $3,952 | $4,802-17.7% | $4,395-10.1% | $6,401-38.3% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |