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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 | $59,451 | $211,946-71.9% | $169,452-64.9% | $135,380-56.1% |
| Participation rate | 71.4% | 82.6%-11.2pp | 77.8%-6.4pp | 82.6%-11.2pp |
| Annual return | -9.55% | 3.26%-12.8pp | 1.83%-11.4pp | 519.81%-529.4pp |
| Employer contribution / active EE | $1,254 | $5,117-75.5% | $4,157-69.8% | $4,779-73.8% |
| Participant deferral / active EE | $5,874 | $6,075-3.3% | $5,277+11.3% | $5,609+4.7% |
| Admin fee / account holder | $11 | $11,472-99.9% | $9,110-99.9% | $10,828-99.9% |