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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 | $57,345 | $167,362-65.7% | $143,799-60.1% | $134,532-57.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -20.64% | 0.47%-21.1pp | -0.04%-20.6pp | 418.27%-438.9pp |
| Employer contribution / active EE | $3,554 | $5,620-36.8% | $4,952-28.2% | $4,741-25.0% |
| Participant deferral / active EE | $4,307 | $6,447-33.2% | $5,638-23.6% | $6,401-32.7% |
| Admin fee / account holder | $288 | $18,094-98.4% | $14,677-98.0% | $11,429-97.5% |