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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 | $36,430 | $190,879-80.9% | $160,009-77.2% | $134,532-72.9% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.0%+7.7pp | 81.2%+4.5pp |
| Annual return | -32.45% | 552.63%-585.1pp | 408.85%-441.3pp | 418.27%-450.7pp |
| Employer contribution / active EE | $2,020 | $4,995-59.6% | $4,225-52.2% | $4,741-57.4% |
| Participant deferral / active EE | $7,890 | $6,924+14.0% | $6,183+27.6% | $6,401+23.3% |
| Admin fee / account holder | $287 | $10,495-97.3% | $8,715-96.7% | $11,429-97.5% |