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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 | $146,783 | $67,372+117.9% | $60,906+141.0% | $134,532+9.1% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.1%+6.9pp | 81.2%-1.2pp |
| Annual return | -24.71% | 50.05%-74.8pp | 16.94%-41.6pp | 418.27%-443.0pp |
| Employer contribution / active EE | $4,918 | $3,099+58.7% | $2,703+82.0% | $4,741+3.7% |
| Participant deferral / active EE | $10,012 | $4,532+120.9% | $3,814+162.5% | $6,401+56.4% |
| Admin fee / account holder | $16 | $4,588-99.7% | $3,227-99.5% | $11,429-99.9% |