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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 | $23,272 | $138,072-83.1% | $123,549-81.2% | $135,382-82.8% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -12.03% | 153.69%-165.7pp | 119.20%-131.2pp | 519.77%-531.8pp |
| Employer contribution / active EE | $3,533 | $5,152-31.4% | $4,628-23.7% | $4,779-26.1% |
| Participant deferral / active EE | $3,552 | $6,799-47.8% | $6,426-44.7% | $5,609-36.7% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |