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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 | $55,254 | $167,353-67.0% | $143,797-61.6% | $134,545-58.9% |
| Participation rate | 76.9% | 84.8%-7.9pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | -20.10% | 0.48%-20.6pp | -0.04%-20.1pp | 418.37%-438.5pp |
| Employer contribution / active EE | $5,087 | $5,620-9.5% | $4,952+2.7% | $4,742+7.3% |
| Participant deferral / active EE | $6,326 | $6,447-1.9% | $5,638+12.2% | $6,401-1.2% |
| Admin fee / account holder | $2 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |