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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 | $55,581 | $180,462-69.2% | $154,111-63.9% | $135,379-58.9% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -13.94% | 888.17%-902.1pp | 735.18%-749.1pp | 519.79%-533.7pp |
| Employer contribution / active EE | $2,295 | $6,036-62.0% | $5,298-56.7% | $4,779-52.0% |
| Participant deferral / active EE | $6,418 | $5,806+10.5% | $5,081+26.3% | $5,609+14.4% |
| Admin fee / account holder | $250 | $16,145-98.5% | $13,411-98.1% | $10,828-97.7% |