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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 | $74,433 | $167,522-55.6% | $151,639-50.9% | $134,532-44.7% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -21.65% | 7.81%-29.5pp | 3.34%-25.0pp | 418.27%-439.9pp |
| Employer contribution / active EE | $5,432 | $6,828-20.4% | $6,165-11.9% | $4,741+14.6% |
| Participant deferral / active EE | $9,132 | $8,986+1.6% | $8,363+9.2% | $6,401+42.7% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |