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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 | $26,106 | $133,981-80.5% | $112,249-76.7% | $134,532-80.6% |
| Participation rate | 76.9% | 78.6%-1.6pp | 75.1%+1.9pp | 81.2%-4.3pp |
| Annual return | -22.11% | 47.16%-69.3pp | 27.48%-49.6pp | 418.27%-440.4pp |
| Employer contribution / active EE | $2,860 | $4,040-29.2% | $3,636-21.3% | $4,741-39.7% |
| Participant deferral / active EE | $8,148 | $5,292+54.0% | $4,729+72.3% | $6,401+27.3% |
| Admin fee / account holder | $130 | $7,492-98.3% | $6,412-98.0% | $11,429-98.9% |