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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 | $167,353-84.4% | $143,797-81.8% | $134,545-80.6% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -20.74% | 0.48%-21.2pp | -0.04%-20.7pp | 418.37%-439.1pp |
| Employer contribution / active EE | $2,386 | $5,620-57.5% | $4,952-51.8% | $4,742-49.7% |
| Participant deferral / active EE | $6,211 | $6,447-3.7% | $5,638+10.2% | $6,401-3.0% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |