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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 | $41,221 | $75,962-45.7% | $154,108-73.3% | $64,173-35.8% |
| Participation rate | 79.0% | 70.4%+8.6pp | 83.0%-4.0pp | 69.6%+9.5pp |
| Annual return | -24.22% | 30.32%-54.5pp | 735.21%-759.4pp | 7.63%-31.9pp |
| Employer contribution / active EE | $2,761 | $3,350-17.6% | $5,298-47.9% | $2,381+16.0% |
| Participant deferral / active EE | $5,358 | $3,175+68.8% | $5,081+5.5% | $3,470+54.4% |
| Admin fee / account holder | $109 | $5,589-98.1% | $13,411-99.2% | $4,887-97.8% |