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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 | $17,891 | $129,959-86.2% | $104,301-82.8% | $134,532-86.7% |
| Participation rate | 71.4% | 79.5%-8.1pp | 73.3%-1.8pp | 81.2%-9.8pp |
| Annual return | -194.11% | 42.04%-236.2pp | 24.61%-218.7pp | 418.27%-612.4pp |
| Employer contribution / active EE | $2,134 | $4,185-49.0% | $3,373-36.7% | $4,741-55.0% |
| Participant deferral / active EE | $11,440 | $5,589+104.7% | $4,626+147.3% | $6,401+78.7% |
| Admin fee / account holder | $127 | $9,325-98.6% | $7,340-98.3% | $11,429-98.9% |