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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 | $46,057 | $167,504-72.5% | $151,628-69.6% | $134,509-65.8% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -22.04% | 7.81%-29.8pp | 3.34%-25.4pp | 418.13%-440.2pp |
| Employer contribution / active EE | $4,174 | $6,828-38.9% | $6,165-32.3% | $4,741-12.0% |
| Participant deferral / active EE | $11,922 | $8,985+32.7% | $8,363+42.6% | $6,400+86.3% |
| Admin fee / account holder | $31 | $13,779-99.8% | $11,613-99.7% | $11,427-99.7% |