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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 | $18,586 | $167,362-88.9% | $143,799-87.1% | $134,532-86.2% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -23.30% | 0.47%-23.8pp | -0.04%-23.3pp | 418.27%-441.6pp |
| Employer contribution / active EE | $1,166 | $5,620-79.3% | $4,952-76.5% | $4,741-75.4% |
| Participant deferral / active EE | $2,877 | $6,447-55.4% | $5,638-49.0% | $6,401-55.1% |
| Admin fee / account holder | $139 | $18,094-99.2% | $14,677-99.1% | $11,429-98.8% |