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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 | $88,495 | $138,102-35.9% | $125,381-29.4% | $134,532-34.2% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -23.02% | 750.73%-773.7pp | 572.31%-595.3pp | 418.27%-441.3pp |
| Employer contribution / active EE | $1,731 | $5,245-67.0% | $4,815-64.0% | $4,741-63.5% |
| Participant deferral / active EE | $7,208 | $7,801-7.6% | $7,448-3.2% | $6,401+12.6% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |