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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 | $77,566 | $167,362-53.7% | $143,799-46.1% | $134,532-42.3% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.5pp |
| Annual return | -20.68% | 0.47%-21.2pp | -0.04%-20.6pp | 418.27%-438.9pp |
| Employer contribution / active EE | $4,127 | $5,620-26.6% | $4,952-16.7% | $4,741-13.0% |
| Participant deferral / active EE | $7,171 | $6,447+11.2% | $5,638+27.2% | $6,401+12.0% |
| Admin fee / account holder | $277 | $18,094-98.5% | $14,677-98.1% | $11,429-97.6% |