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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 | $27,633 | $63,953-56.8% | $54,726-49.5% | $135,380-79.6% |
| Participation rate | 75.0% | 84.9%-9.9pp | 79.1%-4.1pp | 82.6%-7.6pp |
| Annual return | -11.05% | -5.77%-5.3pp | -4.56%-6.5pp | 519.81%-530.9pp |
| Employer contribution / active EE | $2,115 | $4,256-50.3% | $3,449-38.7% | $4,779-55.8% |
| Participant deferral / active EE | $5,594 | $4,810+16.3% | $3,953+41.5% | $5,609-0.3% |
| Admin fee / account holder | $63 | $4,567-98.6% | $3,818-98.3% | $10,828-99.4% |