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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 | $42,760 | $138,075-69.0% | $123,552-65.4% | $135,379-68.4% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -9.35% | 153.70%-163.0pp | 119.20%-128.6pp | 519.79%-529.1pp |
| Employer contribution / active EE | $6,916 | $5,152+34.3% | $4,628+49.4% | $4,779+44.7% |
| Participant deferral / active EE | $7,605 | $6,800+11.8% | $6,426+18.3% | $5,609+35.6% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |