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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 | $25,673 | $138,076-81.4% | $123,553-79.2% | $135,380-81.0% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -13.37% | 153.70%-167.1pp | 119.21%-132.6pp | 519.81%-533.2pp |
| Employer contribution / active EE | $2,659 | $5,152-48.4% | $4,628-42.6% | $4,779-44.4% |
| Participant deferral / active EE | $5,966 | $6,800-12.3% | $6,426-7.2% | $5,609+6.4% |
| Admin fee / account holder | $174 | $10,917-98.4% | $9,284-98.1% | $10,828-98.4% |