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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 | $70,434 | $84,493-16.6% | $125,381-43.8% | $66,938+5.2% |
| Participation rate | 74.5% | 76.4%-1.9pp | 82.4%-7.8pp | 69.8%+4.7pp |
| Annual return | -21.44% | -8.49%-13.0pp | 572.31%-593.8pp | 1.58%-23.0pp |
| Employer contribution / active EE | $2,471 | $3,554-30.5% | $4,815-48.7% | $2,545-2.9% |
| Participant deferral / active EE | $5,468 | $6,783-19.4% | $7,448-26.6% | $4,238+29.0% |
| Admin fee / account holder | $9 | $685-98.7% | $10,007-99.9% | $594-98.5% |