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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 | $44,309 | $167,353-73.5% | $143,797-69.2% | $134,545-67.1% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -28.76% | 0.48%-29.2pp | -0.04%-28.7pp | 418.37%-447.1pp |
| Employer contribution / active EE | $2,696 | $5,620-52.0% | $4,952-45.6% | $4,742-43.1% |
| Participant deferral / active EE | $5,595 | $6,447-13.2% | $5,638-0.8% | $6,401-12.6% |
| Admin fee / account holder | $74 | $18,096-99.6% | $14,679-99.5% | $11,431-99.4% |