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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 | $30,055 | $142,392-78.9% | $119,622-74.9% | $134,532-77.7% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -33.36% | -12.46%-20.9pp | -14.98%-18.4pp | 418.27%-451.6pp |
| Employer contribution / active EE | $1,230 | $5,224-76.5% | $4,232-70.9% | $4,741-74.1% |
| Participant deferral / active EE | $4,875 | $6,467-24.6% | $5,601-13.0% | $6,401-23.8% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |