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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 | $38,317 | $138,075-72.2% | $123,552-69.0% | $135,379-71.7% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -13.57% | 153.70%-167.3pp | 119.20%-132.8pp | 519.79%-533.4pp |
| Employer contribution / active EE | $2,375 | $5,152-53.9% | $4,628-48.7% | $4,779-50.3% |
| Participant deferral / active EE | $9,625 | $6,800+41.6% | $6,426+49.8% | $5,609+71.6% |
| Admin fee / account holder | $32 | $10,917-99.7% | $9,285-99.7% | $10,828-99.7% |