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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 | $63,574 | $138,076-54.0% | $123,553-48.5% | $135,380-53.0% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -9.75% | 153.70%-163.4pp | 119.21%-129.0pp | 519.81%-529.6pp |
| Employer contribution / active EE | $2,551 | $5,152-50.5% | $4,628-44.9% | $4,779-46.6% |
| Participant deferral / active EE | $6,317 | $6,800-7.1% | $6,426-1.7% | $5,609+12.6% |
| Admin fee / account holder | $279 | $10,917-97.4% | $9,284-97.0% | $10,828-97.4% |