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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 | $17,205 | $174,379-90.1% | $152,093-88.7% | $138,895-87.6% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | -6.33% | 74.86%-81.2pp | 66.36%-72.7pp | 145.39%-151.7pp |
| Employer contribution / active EE | $965 | $4,652-79.2% | $4,175-76.9% | $4,194-77.0% |
| Participant deferral / active EE | $2,802 | $6,159-54.5% | $5,451-48.6% | $6,396-56.2% |
| Admin fee / account holder | $241 | $16,880-98.6% | $14,497-98.3% | $12,562-98.1% |