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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 | $65,511 | $131,835-50.3% | $108,582-39.7% | $273,972-76.1% |
| Participation rate | 70.0% | 83.5%-13.5pp | 79.6%-9.6pp | 83.0%-13.0pp |
| Annual return | -4.37% | -91.57%+87.2pp | -51.70%+47.3pp | 41.46%-45.8pp |
| Employer contribution / active EE | $1,895 | $4,913-61.4% | $3,758-49.6% | $4,869-61.1% |
| Participant deferral / active EE | $4,135 | $5,127-19.4% | $4,311-4.1% | $5,287-21.8% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |