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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 | $19,589 | $167,362-88.3% | $143,799-86.4% | $134,532-85.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -20.08% | 0.47%-20.6pp | -0.04%-20.0pp | 418.27%-438.3pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,115 | $6,447-36.2% | $5,638-27.0% | $6,401-35.7% |
| Admin fee / account holder | $29 | $18,094-99.8% | $14,677-99.8% | $11,429-99.7% |