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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 | $29,537 | $138,076-78.6% | $123,553-76.1% | $135,380-78.2% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -10.54% | 153.70%-164.2pp | 119.21%-129.7pp | 519.81%-530.3pp |
| Employer contribution / active EE | $1,271 | $5,152-75.3% | $4,628-72.5% | $4,779-73.4% |
| Participant deferral / active EE | $2,505 | $6,800-63.2% | $6,426-61.0% | $5,609-55.3% |
| Admin fee / account holder | $255 | $10,917-97.7% | $9,284-97.3% | $10,828-97.6% |