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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 | $106,237 | $110,303-3.7% | $95,759+10.9% | $139,487-23.8% |
| Participation rate | 75.0% | 75.7%-0.7pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | -14.61% | 27.19%-41.8pp | 28.42%-43.0pp | 373.84%-388.4pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,836-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $6,615-100.0% | $5,678-100.0% | $11,407-100.0% |