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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 | $12,889 | $133,981-90.4% | $112,249-88.5% | $134,532-90.4% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -29.49% | 47.16%-76.6pp | 27.48%-57.0pp | 418.27%-447.8pp |
| Employer contribution / active EE | $1,862 | $4,040-53.9% | $3,636-48.8% | $4,741-60.7% |
| Participant deferral / active EE | $3,333 | $5,292-37.0% | $4,729-29.5% | $6,401-47.9% |
| Admin fee / account holder | $20 | $7,492-99.7% | $6,412-99.7% | $11,429-99.8% |