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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 | $33,880 | $185,312-81.7% | $161,489-79.0% | $154,746-78.1% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | -83.11% | 103.84%-187.0pp | 89.72%-172.8pp | 172.34%-255.4pp |
| Employer contribution / active EE | $1,567 | $4,769-67.2% | $4,268-63.3% | $4,379-64.2% |
| Participant deferral / active EE | $7,502 | $6,350+18.1% | $5,630+33.3% | $6,730+11.5% |
| Admin fee / account holder | $35 | $18,654-99.8% | $16,006-99.8% | $14,365-99.8% |