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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 | $38,204 | $95,975-60.2% | $74,552-48.8% | $135,382-71.8% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -9.85% | 56.96%-66.8pp | 32.53%-42.4pp | 519.77%-529.6pp |
| Employer contribution / active EE | $1,177 | $2,716-56.7% | $1,961-40.0% | $4,779-75.4% |
| Participant deferral / active EE | $1,427 | $3,844-62.9% | $3,108-54.1% | $5,609-74.6% |
| Admin fee / account holder | $203 | $6,522-96.9% | $5,060-96.0% | $10,829-98.1% |