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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 | $32,844 | $142,392-76.9% | $119,622-72.5% | $134,532-75.6% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -24.46% | -12.46%-12.0pp | -14.98%-9.5pp | 418.27%-442.7pp |
| Employer contribution / active EE | $3,333 | $5,224-36.2% | $4,232-21.2% | $4,741-29.7% |
| Participant deferral / active EE | $9,733 | $6,467+50.5% | $5,601+73.8% | $6,401+52.1% |
| Admin fee / account holder | $150 | $13,593-98.9% | $10,328-98.5% | $11,429-98.7% |