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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 | $26,151 | $167,323-84.4% | $143,770-81.8% | $134,493-80.6% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -20.74% | 0.47%-21.2pp | -0.04%-20.7pp | 418.01%-438.8pp |
| Employer contribution / active EE | $2,386 | $5,619-57.5% | $4,951-51.8% | $4,740-49.7% |
| Participant deferral / active EE | $6,211 | $6,446-3.7% | $5,638+10.2% | $6,400-3.0% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,425-100.0% |