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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 | $14,611 | $67,372-78.3% | $60,906-76.0% | $134,532-89.1% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.1%+1.9pp | 81.2%-6.2pp |
| Annual return | -25.16% | 50.05%-75.2pp | 16.94%-42.1pp | 418.27%-443.4pp |
| Employer contribution / active EE | $4,234 | $3,099+36.6% | $2,703+56.6% | $4,741-10.7% |
| Participant deferral / active EE | $7,608 | $4,532+67.9% | $3,814+99.5% | $6,401+18.9% |
| Admin fee / account holder | $240 | $4,588-94.8% | $3,227-92.6% | $11,429-97.9% |