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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 | $25,546 | $211,946-87.9% | $169,452-84.9% | $135,380-81.1% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -11.76% | 3.26%-15.0pp | 1.83%-13.6pp | 519.81%-531.6pp |
| Employer contribution / active EE | $1,743 | $5,117-65.9% | $4,157-58.1% | $4,779-63.5% |
| Participant deferral / active EE | $3,616 | $6,075-40.5% | $5,277-31.5% | $5,609-35.5% |
| Admin fee / account holder | $263 | $11,472-97.7% | $9,110-97.1% | $10,828-97.6% |