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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 | $50,966 | $147,167-65.4% | $111,392-54.2% | $135,380-62.4% |
| Participation rate | 83.3% | 84.0%-0.7pp | 78.9%+4.5pp | 82.6%+0.7pp |
| Annual return | -11.39% | -4.44%-6.9pp | -2.06%-9.3pp | 519.81%-531.2pp |
| Employer contribution / active EE | $1,354 | $5,204-74.0% | $4,328-68.7% | $4,779-71.7% |
| Participant deferral / active EE | $5,233 | $6,565-20.3% | $5,567-6.0% | $5,609-6.7% |
| Admin fee / account holder | $132 | $20,270-99.3% | $12,266-98.9% | $10,828-98.8% |