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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 | $93,933 | $138,076-32.0% | $123,553-24.0% | $135,380-30.6% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -10.81% | 153.70%-164.5pp | 119.21%-130.0pp | 519.81%-530.6pp |
| Employer contribution / active EE | $6,033 | $5,152+17.1% | $4,628+30.4% | $4,779+26.2% |
| Participant deferral / active EE | $3,566 | $6,800-47.6% | $6,426-44.5% | $5,609-36.4% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |