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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 | $32,085 | $168,635-81.0% | $147,617-78.3% | $125,389-74.4% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -4.41% | 77.65%-82.1pp | 61.98%-66.4pp | 282.24%-286.6pp |
| Employer contribution / active EE | $4,695 | $6,252-24.9% | $5,564-15.6% | $4,866-3.5% |
| Participant deferral / active EE | $5,750 | $5,507+4.4% | $4,895+17.5% | $5,352+7.4% |
| Admin fee / account holder | $41 | $13,580-99.7% | $11,612-99.6% | $9,541-99.6% |