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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 | $106,699 | $93,117+14.6% | $77,096+38.4% | $134,532-20.7% |
| Participation rate | 87.5% | 74.5%+13.0pp | 67.9%+19.6pp | 81.2%+6.3pp |
| Annual return | -22.46% | 62.67%-85.1pp | 42.35%-64.8pp | 418.27%-440.7pp |
| Employer contribution / active EE | $2,031 | $3,420-40.6% | $2,814-27.8% | $4,741-57.2% |
| Participant deferral / active EE | $3,910 | $5,241-25.4% | $4,429-11.7% | $6,401-38.9% |
| Admin fee / account holder | $12 | $6,948-99.8% | $5,428-99.8% | $11,429-99.9% |