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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 | $62,209 | $69,012-9.9% | $160,009-61.1% | $68,486-9.2% |
| Participation rate | 73.1% | 65.4%+7.7pp | 78.0%-4.9pp | 67.9%+5.2pp |
| Annual return | -24.39% | -9.65%-14.7pp | 408.85%-433.2pp | -7.85%-16.5pp |
| Employer contribution / active EE | $6,087 | $2,212+175.1% | $4,225+44.1% | $2,597+134.4% |
| Participant deferral / active EE | $11,295 | $4,212+168.2% | $6,183+82.7% | $4,028+180.5% |
| Admin fee / account holder | $0 | $4,798-100.0% | $8,715-100.0% | $5,404-100.0% |