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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 | $46,772 | $190,879-75.5% | $160,009-70.8% | $134,532-65.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -23.19% | 552.63%-575.8pp | 408.85%-432.0pp | 418.27%-441.5pp |
| Employer contribution / active EE | $1,607 | $4,995-67.8% | $4,225-62.0% | $4,741-66.1% |
| Participant deferral / active EE | $13,926 | $6,924+101.1% | $6,183+125.2% | $6,401+117.6% |
| Admin fee / account holder | $170 | $10,495-98.4% | $8,715-98.0% | $11,429-98.5% |