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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 | $12,840 | $133,981-90.4% | $112,249-88.6% | $134,532-90.5% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -30.30% | 47.16%-77.5pp | 27.48%-57.8pp | 418.27%-448.6pp |
| Employer contribution / active EE | $2,741 | $4,040-32.2% | $3,636-24.6% | $4,741-42.2% |
| Participant deferral / active EE | $4,419 | $5,292-16.5% | $4,729-6.6% | $6,401-31.0% |
| Admin fee / account holder | $37 | $7,492-99.5% | $6,412-99.4% | $11,429-99.7% |