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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 | $31,754 | $197,819-83.9% | $155,789-79.6% | $125,389-74.7% |
| Participation rate | 75.0% | 82.1%-7.1pp | 76.1%-1.1pp | 83.2%-8.2pp |
| Annual return | -8.08% | 86.73%-94.8pp | 71.54%-79.6pp | 282.24%-290.3pp |
| Employer contribution / active EE | $4,172 | $4,850-14.0% | $3,839+8.7% | $4,866-14.3% |
| Participant deferral / active EE | $6,963 | $5,631+23.6% | $4,798+45.1% | $5,352+30.1% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |