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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 | $22,404 | $114,013-80.3% | $103,693-78.4% | $155,188-85.6% |
| Participation rate | 72.7% | 75.2%-2.5pp | 72.6%+0.1pp | 80.8%-8.1pp |
| Annual return | -8.10% | 49.31%-57.4pp | 47.61%-55.7pp | 148.84%-156.9pp |
| Employer contribution / active EE | $900 | $3,131-71.2% | $2,920-69.2% | $4,248-78.8% |
| Participant deferral / active EE | $6,083 | $4,970+22.4% | $4,579+32.8% | $6,531-6.9% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |