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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 | $101,849 | $190,879-46.6% | $160,009-36.3% | $134,532-24.3% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -21.20% | 552.63%-573.8pp | 408.85%-430.0pp | 418.27%-439.5pp |
| Employer contribution / active EE | $1,825 | $4,995-63.5% | $4,225-56.8% | $4,741-61.5% |
| Participant deferral / active EE | $8,194 | $6,924+18.3% | $6,183+32.5% | $6,401+28.0% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |