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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 | $13,851 | $134,001-89.7% | $112,258-87.7% | $134,509-89.7% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -21.24% | 47.15%-68.4pp | 27.47%-48.7pp | 418.13%-439.4pp |
| Employer contribution / active EE | $1,976 | $4,039-51.1% | $3,636-45.7% | $4,741-58.3% |
| Participant deferral / active EE | $2,647 | $5,291-50.0% | $4,728-44.0% | $6,400-58.6% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |