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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 | $56,892 | $58,828-3.3% | $78,002-27.1% | $62,881-9.5% |
| Participation rate | 70.0% | 71.1%-1.1pp | 75.5%-5.5pp | 69.3%+0.7pp |
| Annual return | -17.83% | 17.16%-35.0pp | 425.99%-443.8pp | 20.14%-38.0pp |
| Employer contribution / active EE | $1,092 | $1,672-34.7% | $2,470-55.8% | $2,281-52.1% |
| Participant deferral / active EE | $2,640 | $2,686-1.7% | $3,497-24.5% | $3,203-17.6% |
| Admin fee / account holder | $127 | $4,393-97.1% | $5,481-97.7% | $4,296-97.0% |