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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 | $113,624 | $167,522-32.2% | $151,639-25.1% | $134,532-15.5% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -21.22% | 7.81%-29.0pp | 3.34%-24.6pp | 418.27%-439.5pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,188 | $8,986-42.3% | $8,363-38.0% | $6,401-19.0% |
| Admin fee / account holder | $220 | $13,780-98.4% | $11,613-98.1% | $11,429-98.1% |