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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 | $43,860 | $142,361-69.2% | $119,608-63.3% | $134,509-67.4% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -21.47% | -12.46%-9.0pp | -14.98%-6.5pp | 418.13%-439.6pp |
| Employer contribution / active EE | $4,906 | $5,224-6.1% | $4,232+15.9% | $4,741+3.5% |
| Participant deferral / active EE | $5,954 | $6,468-8.0% | $5,601+6.3% | $6,400-7.0% |
| Admin fee / account holder | $64 | $13,588-99.5% | $10,326-99.4% | $11,427-99.4% |