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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 | $39,339 | $100,792-61.0% | $86,691-54.6% | $134,509-70.8% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.2pp | 81.2%-9.8pp |
| Annual return | -22.71% | 29.08%-51.8pp | 35.94%-58.6pp | 418.13%-440.8pp |
| Employer contribution / active EE | $3,479 | $3,491-0.3% | $2,837+22.6% | $4,741-26.6% |
| Participant deferral / active EE | $6,955 | $5,339+30.3% | $4,656+49.4% | $6,400+8.7% |
| Admin fee / account holder | $253 | $10,924-97.7% | $7,492-96.6% | $11,427-97.8% |