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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 | $19,284 | $129,959-85.2% | $104,301-81.5% | $134,509-85.7% |
| Participation rate | 85.7% | 79.5%+6.2pp | 73.3%+12.4pp | 81.2%+4.5pp |
| Annual return | -25.64% | 42.04%-67.7pp | 24.61%-50.3pp | 418.13%-443.8pp |
| Employer contribution / active EE | $5,356 | $4,185+28.0% | $3,373+58.8% | $4,741+13.0% |
| Participant deferral / active EE | $4,717 | $5,589-15.6% | $4,626+2.0% | $6,400-26.3% |
| Admin fee / account holder | $108 | $9,325-98.8% | $7,340-98.5% | $11,427-99.1% |