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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 | $21,319 | $167,353-87.3% | $143,797-85.2% | $134,545-84.2% |
| Participation rate | 76.5% | 84.8%-8.4pp | 80.3%-3.8pp | 81.2%-4.8pp |
| Annual return | -20.21% | 0.48%-20.7pp | -0.04%-20.2pp | 418.37%-438.6pp |
| Employer contribution / active EE | $1,867 | $5,620-66.8% | $4,952-62.3% | $4,742-60.6% |
| Participant deferral / active EE | $5,035 | $6,447-21.9% | $5,638-10.7% | $6,401-21.3% |
| Admin fee / account holder | $53 | $18,096-99.7% | $14,679-99.6% | $11,431-99.5% |