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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 | $37,381 | $138,075-72.9% | $123,552-69.7% | $135,379-72.4% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -10.27% | 153.70%-164.0pp | 119.20%-129.5pp | 519.79%-530.1pp |
| Employer contribution / active EE | $3,240 | $5,152-37.1% | $4,628-30.0% | $4,779-32.2% |
| Participant deferral / active EE | $6,334 | $6,800-6.8% | $6,426-1.4% | $5,609+12.9% |
| Admin fee / account holder | $156 | $10,917-98.6% | $9,285-98.3% | $10,828-98.6% |