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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 | $40,709 | $78,694-48.3% | $67,652-39.8% | $125,389-67.5% |
| Participation rate | 75.0% | 78.8%-3.8pp | 75.7%-0.7pp | 83.2%-8.2pp |
| Annual return | -4.20% | 9.46%-13.7pp | 6625.40%-6629.6pp | 282.24%-286.4pp |
| Employer contribution / active EE | $4,117 | $3,044+35.2% | $2,266+81.7% | $4,866-15.4% |
| Participant deferral / active EE | $7,616 | $4,292+77.4% | $3,560+113.9% | $5,352+42.3% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |