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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 | $54,254 | $167,353-67.6% | $143,797-62.3% | $134,545-59.7% |
| Participation rate | 81.3% | 84.8%-3.6pp | 80.3%+0.9pp | 81.2%0pp |
| Annual return | -24.05% | 0.48%-24.5pp | -0.04%-24.0pp | 418.37%-442.4pp |
| Employer contribution / active EE | $1,889 | $5,620-66.4% | $4,952-61.8% | $4,742-60.2% |
| Participant deferral / active EE | $2,736 | $6,447-57.6% | $5,638-51.5% | $6,401-57.3% |
| Admin fee / account holder | $175 | $18,096-99.0% | $14,679-98.8% | $11,431-98.5% |