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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 | $15,189 | $133,998-88.7% | $112,263-86.5% | $134,545-88.7% |
| Participation rate | 95.0% | 78.6%+16.4pp | 75.1%+19.9pp | 81.2%+13.8pp |
| Annual return | -20.98% | 47.17%-68.2pp | 27.49%-48.5pp | 418.37%-439.3pp |
| Employer contribution / active EE | $3,098 | $4,040-23.3% | $3,636-14.8% | $4,742-34.7% |
| Participant deferral / active EE | $6,460 | $5,292+22.1% | $4,729+36.6% | $6,401+0.9% |
| Admin fee / account holder | $284 | $7,493-96.2% | $6,410-95.6% | $11,431-97.5% |