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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 | $35,219 | $138,075-74.5% | $123,552-71.5% | $135,379-74.0% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -10.02% | 153.70%-163.7pp | 119.20%-129.2pp | 519.79%-529.8pp |
| Employer contribution / active EE | $4,726 | $5,152-8.3% | $4,628+2.1% | $4,779-1.1% |
| Participant deferral / active EE | $6,959 | $6,800+2.3% | $6,426+8.3% | $5,609+24.1% |
| Admin fee / account holder | $167 | $10,917-98.5% | $9,285-98.2% | $10,828-98.5% |