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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 | $50,159 | $167,352-70.0% | $143,788-65.1% | $134,509-62.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -21.52% | 0.47%-22.0pp | -0.03%-21.5pp | 418.13%-439.6pp |
| Employer contribution / active EE | $3,491 | $5,620-37.9% | $4,952-29.5% | $4,741-26.4% |
| Participant deferral / active EE | $17,136 | $6,447+165.8% | $5,638+203.9% | $6,400+167.7% |
| Admin fee / account holder | $1 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |