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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 | $12,012 | $152,591-92.1% | $117,529-89.8% | $134,545-91.1% |
| Participation rate | 75.0% | 77.1%-2.1pp | 70.6%+4.4pp | 81.2%-6.2pp |
| Annual return | -28.17% | 53.04%-81.2pp | 29.77%-57.9pp | 418.37%-446.5pp |
| Employer contribution / active EE | $341 | $5,576-93.9% | $4,179-91.8% | $4,742-92.8% |
| Participant deferral / active EE | $5,625 | $4,821+16.7% | $4,072+38.1% | $6,401-12.1% |
| Admin fee / account holder | $72 | $7,004-99.0% | $5,645-98.7% | $11,431-99.4% |