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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 | $29,353 | $138,075-78.7% | $123,552-76.2% | $135,379-78.3% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -14.16% | 153.70%-167.9pp | 119.20%-133.4pp | 519.79%-533.9pp |
| Employer contribution / active EE | $2,758 | $5,152-46.5% | $4,628-40.4% | $4,779-42.3% |
| Participant deferral / active EE | $5,213 | $6,800-23.3% | $6,426-18.9% | $5,609-7.1% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |