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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 | $37,341 | $82,678-54.8% | $125,391-70.2% | $68,490-45.5% |
| Participation rate | 74.1% | 75.1%-1.0pp | 82.4%-8.3pp | 67.9%+6.2pp |
| Annual return | -19.95% | -5.97%-14.0pp | 572.41%-592.4pp | -7.85%-12.1pp |
| Employer contribution / active EE | $743 | $3,382-78.0% | $4,816-84.6% | $2,597-71.4% |
| Participant deferral / active EE | $7,469 | $6,111+22.2% | $7,448+0.3% | $4,028+85.4% |
| Admin fee / account holder | $229 | $6,277-96.4% | $10,009-97.7% | $5,403-95.8% |