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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 | $108,319 | $135,639-20.1% | $110,241-1.7% | $135,382-20.0% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -10.11% | 513.21%-523.3pp | 314.75%-324.9pp | 519.77%-529.9pp |
| Employer contribution / active EE | $2,193 | $4,907-55.3% | $3,827-42.7% | $4,779-54.1% |
| Participant deferral / active EE | $6,333 | $5,507+15.0% | $4,672+35.5% | $5,609+12.9% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,548-100.0% | $10,829-100.0% |