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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 | $56,012 | $167,362-66.5% | $143,799-61.0% | $134,532-58.4% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -24.47% | 0.47%-24.9pp | -0.04%-24.4pp | 418.27%-442.7pp |
| Employer contribution / active EE | $1,669 | $5,620-70.3% | $4,952-66.3% | $4,741-64.8% |
| Participant deferral / active EE | $5,143 | $6,447-20.2% | $5,638-8.8% | $6,401-19.7% |
| Admin fee / account holder | $20 | $18,094-99.9% | $14,677-99.9% | $11,429-99.8% |