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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 | $29,075 | $138,075-78.9% | $123,552-76.5% | $135,379-78.5% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -9.51% | 153.70%-163.2pp | 119.20%-128.7pp | 519.79%-529.3pp |
| Employer contribution / active EE | $1,862 | $5,152-63.8% | $4,628-59.8% | $4,779-61.0% |
| Participant deferral / active EE | $2,267 | $6,800-66.7% | $6,426-64.7% | $5,609-59.6% |
| Admin fee / account holder | $183 | $10,917-98.3% | $9,285-98.0% | $10,828-98.3% |