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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 | $23,494 | $138,076-83.0% | $123,553-81.0% | $135,380-82.6% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -17.02% | 153.70%-170.7pp | 119.21%-136.2pp | 519.81%-536.8pp |
| Employer contribution / active EE | $3,388 | $5,152-34.2% | $4,628-26.8% | $4,779-29.1% |
| Participant deferral / active EE | $7,180 | $6,800+5.6% | $6,426+11.7% | $5,609+28.0% |
| Admin fee / account holder | $229 | $10,917-97.9% | $9,284-97.5% | $10,828-97.9% |