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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 | $69,701 | $167,362-58.4% | $143,799-51.5% | $134,532-48.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -21.30% | 0.47%-21.8pp | -0.04%-21.3pp | 418.27%-439.6pp |
| Employer contribution / active EE | $4,191 | $5,620-25.4% | $4,952-15.4% | $4,741-11.6% |
| Participant deferral / active EE | $8,293 | $6,447+28.6% | $5,638+47.1% | $6,401+29.6% |
| Admin fee / account holder | $250 | $18,094-98.6% | $14,677-98.3% | $11,429-97.8% |