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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 | $33,093 | $75,962-56.4% | $154,111-78.5% | $64,173-48.4% |
| Participation rate | 72.0% | 70.4%+1.6pp | 83.0%-11.0pp | 69.6%+2.4pp |
| Annual return | -10.97% | 30.32%-41.3pp | 735.18%-746.2pp | 7.63%-18.6pp |
| Employer contribution / active EE | $1,971 | $3,350-41.2% | $5,298-62.8% | $2,381-17.2% |
| Participant deferral / active EE | $4,540 | $3,175+43.0% | $5,081-10.6% | $3,470+30.9% |
| Admin fee / account holder | $246 | $5,589-95.6% | $13,411-98.2% | $4,887-95.0% |