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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 | $26,543 | $138,076-80.8% | $123,553-78.5% | $135,380-80.4% |
| Participation rate | 72.2% | 84.7%-12.5pp | 82.3%-10.1pp | 82.6%-10.4pp |
| Annual return | -14.90% | 153.70%-168.6pp | 119.21%-134.1pp | 519.81%-534.7pp |
| Employer contribution / active EE | $2,166 | $5,152-58.0% | $4,628-53.2% | $4,779-54.7% |
| Participant deferral / active EE | $4,812 | $6,800-29.2% | $6,426-25.1% | $5,609-14.2% |
| Admin fee / account holder | $96 | $10,917-99.1% | $9,284-99.0% | $10,828-99.1% |