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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 | $14,825 | $94,749-84.4% | $112,899-86.9% | $139,466-89.4% |
| Participation rate | 77.8% | 81.3%-3.5pp | 80.5%-2.7pp | 80.3%-2.6pp |
| Annual return | -5.25% | 40.92%-46.2pp | 34.11%-39.4pp | 373.66%-378.9pp |
| Employer contribution / active EE | $5,556 | $4,630+20.0% | $4,566+21.7% | $4,754+16.9% |
| Participant deferral / active EE | $0 | $6,517-100.0% | $6,516-100.0% | $6,712-100.0% |
| Admin fee / account holder | $100 | $8,530-98.8% | $7,047-98.6% | $11,409-99.1% |