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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 | $27,567 | $78,694-65.0% | $67,652-59.3% | $125,389-78.0% |
| Participation rate | 75.0% | 78.8%-3.8pp | 75.7%-0.7pp | 83.2%-8.2pp |
| Annual return | -5.73% | 9.46%-15.2pp | 6625.40%-6631.1pp | 282.24%-288.0pp |
| Employer contribution / active EE | $1,068 | $3,044-64.9% | $2,266-52.9% | $4,866-78.1% |
| Participant deferral / active EE | $12,010 | $4,292+179.8% | $3,560+237.4% | $5,352+124.4% |
| Admin fee / account holder | $245 | $7,403-96.7% | $4,821-94.9% | $9,541-97.4% |