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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 | $20,659 | $95,193-78.3% | $76,523-73.0% | $135,382-84.7% |
| Participation rate | 75.0% | 74.4%+0.6pp | 68.0%+7.0pp | 82.6%-7.6pp |
| Annual return | -20.47% | 4.85%-25.3pp | -0.27%-20.2pp | 519.77%-540.2pp |
| Employer contribution / active EE | $3,656 | $3,302+10.7% | $2,647+38.1% | $4,779-23.5% |
| Participant deferral / active EE | $7,099 | $4,639+53.0% | $3,835+85.1% | $5,609+26.6% |
| Admin fee / account holder | $178 | $6,249-97.2% | $4,848-96.3% | $10,829-98.4% |