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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 | $23,827 | $167,353-85.8% | $143,797-83.4% | $134,545-82.3% |
| Participation rate | 70.8% | 84.8%-14.0pp | 80.3%-9.5pp | 81.2%-10.4pp |
| Annual return | -21.64% | 0.48%-22.1pp | -0.04%-21.6pp | 418.37%-440.0pp |
| Employer contribution / active EE | $2,913 | $5,620-48.2% | $4,952-41.2% | $4,742-38.6% |
| Participant deferral / active EE | $6,219 | $6,447-3.5% | $5,638+10.3% | $6,401-2.9% |
| Admin fee / account holder | $192 | $18,096-98.9% | $14,679-98.7% | $11,431-98.3% |