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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 | $22,116 | $138,114-84.0% | $125,391-82.4% | $134,545-83.6% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -24.50% | 750.88%-775.4pp | 572.41%-596.9pp | 418.37%-442.9pp |
| Employer contribution / active EE | $2,907 | $5,246-44.6% | $4,816-39.6% | $4,742-38.7% |
| Participant deferral / active EE | $7,080 | $7,801-9.2% | $7,448-4.9% | $6,401+10.6% |
| Admin fee / account holder | $172 | $11,570-98.5% | $10,009-98.3% | $11,431-98.5% |