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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 | $35,738 | $127,100-71.9% | $105,738-66.2% | $135,382-73.6% |
| Participation rate | 70.0% | 82.7%-12.7pp | 76.3%-6.3pp | 82.6%-12.6pp |
| Annual return | -16.92% | 4.49%-21.4pp | 6.27%-23.2pp | 519.77%-536.7pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $16 | $9,087-99.8% | $6,913-99.8% | $10,829-99.9% |