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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 | $10,195 | $93,124-89.1% | $77,100-86.8% | $134,545-92.4% |
| Participation rate | 73.3% | 74.5%-1.2pp | 67.9%+5.4pp | 81.2%-7.9pp |
| Annual return | -23.52% | 62.68%-86.2pp | 42.35%-65.9pp | 418.37%-441.9pp |
| Employer contribution / active EE | $3,264 | $3,421-4.6% | $2,815+15.9% | $4,742-31.2% |
| Participant deferral / active EE | $4,351 | $5,242-17.0% | $4,430-1.8% | $6,401-32.0% |
| Admin fee / account holder | $51 | $6,970-99.3% | $5,443-99.1% | $11,431-99.6% |