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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 | $71,155 | $167,362-57.5% | $143,799-50.5% | $134,532-47.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -21.60% | 0.47%-22.1pp | -0.04%-21.6pp | 418.27%-439.9pp |
| Employer contribution / active EE | $4,050 | $5,620-27.9% | $4,952-18.2% | $4,741-14.6% |
| Participant deferral / active EE | $6,750 | $6,447+4.7% | $5,638+19.7% | $6,401+5.5% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |