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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 | $28,511 | $167,504-83.0% | $151,628-81.2% | $134,509-78.8% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -32.52% | 7.81%-40.3pp | 3.34%-35.9pp | 418.13%-450.7pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,862 | $8,985-12.5% | $8,363-6.0% | $6,400+22.8% |
| Admin fee / account holder | $1 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |