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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 | $49,714 | $168,636-70.5% | $147,618-66.3% | $125,388-60.4% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -10.11% | 77.65%-87.8pp | 61.98%-72.1pp | 282.24%-292.3pp |
| Employer contribution / active EE | $4,829 | $6,252-22.8% | $5,565-13.2% | $4,866-0.8% |
| Participant deferral / active EE | $18,421 | $5,507+234.5% | $4,895+276.3% | $5,352+244.2% |
| Admin fee / account holder | $224 | $13,580-98.3% | $11,612-98.1% | $9,541-97.6% |