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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 | $45,950 | $82,674-44.4% | $125,381-63.4% | $68,486-32.9% |
| Participation rate | 75.7% | 75.1%+0.6pp | 82.4%-6.7pp | 67.9%+7.8pp |
| Annual return | -20.83% | -5.97%-14.9pp | 572.31%-593.1pp | -7.85%-13.0pp |
| Employer contribution / active EE | $7,574 | $3,382+124.0% | $4,815+57.3% | $2,597+191.7% |
| Participant deferral / active EE | $7,715 | $6,111+26.2% | $7,448+3.6% | $4,028+91.5% |
| Admin fee / account holder | $167 | $6,277-97.3% | $10,007-98.3% | $5,404-96.9% |