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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 | $37,249 | $167,353-77.7% | $143,797-74.1% | $134,545-72.3% |
| Participation rate | 70.6% | 84.8%-14.2pp | 80.3%-9.7pp | 81.2%-10.6pp |
| Annual return | -20.80% | 0.48%-21.3pp | -0.04%-20.8pp | 418.37%-439.2pp |
| Employer contribution / active EE | $1,687 | $5,620-70.0% | $4,952-65.9% | $4,742-64.4% |
| Participant deferral / active EE | $5,963 | $6,447-7.5% | $5,638+5.8% | $6,401-6.8% |
| Admin fee / account holder | $14 | $18,096-99.9% | $14,679-99.9% | $11,431-99.9% |