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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 | $20,829 | $64,311-67.6% | $57,356-63.7% | $125,389-83.4% |
| Participation rate | 72.2% | 78.6%-6.4pp | 75.1%-2.9pp | 83.2%-11.0pp |
| Annual return | -5.07% | 25.14%-30.2pp | 24.41%-29.5pp | 282.24%-287.3pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,121 | $3,846+33.2% | $3,162+62.0% | $5,352-4.3% |
| Admin fee / account holder | $22 | $5,243-99.6% | $3,357-99.3% | $9,541-99.8% |