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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 | $26,666 | $138,076-80.7% | $123,553-78.4% | $135,380-80.3% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -13.23% | 153.70%-166.9pp | 119.21%-132.4pp | 519.81%-533.0pp |
| Employer contribution / active EE | $4,911 | $5,152-4.7% | $4,628+6.1% | $4,779+2.8% |
| Participant deferral / active EE | $6,322 | $6,800-7.0% | $6,426-1.6% | $5,609+12.7% |
| Admin fee / account holder | $150 | $10,917-98.6% | $9,284-98.4% | $10,828-98.6% |