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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 | $49,854 | $100,792-50.5% | $86,691-42.5% | $134,509-62.9% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -25.23% | 29.08%-54.3pp | 35.94%-61.2pp | 418.13%-443.4pp |
| Employer contribution / active EE | $2,404 | $3,491-31.1% | $2,837-15.3% | $4,741-49.3% |
| Participant deferral / active EE | $4,547 | $5,339-14.8% | $4,656-2.3% | $6,400-29.0% |
| Admin fee / account holder | $176 | $10,924-98.4% | $7,492-97.7% | $11,427-98.5% |