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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 | $67,438 | $78,694-14.3% | $67,652-0.3% | $125,389-46.2% |
| Participation rate | 80.0% | 78.8%+1.2pp | 75.7%+4.3pp | 83.2%-3.2pp |
| Annual return | -7.49% | 9.46%-16.9pp | 6625.40%-6632.9pp | 282.24%-289.7pp |
| Employer contribution / active EE | $11,520 | $3,044+278.5% | $2,266+408.5% | $4,866+136.7% |
| Participant deferral / active EE | $1,347 | $4,292-68.6% | $3,560-62.2% | $5,352-74.8% |
| Admin fee / account holder | $68 | $7,403-99.1% | $4,821-98.6% | $9,541-99.3% |