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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 | $22,403 | $167,362-86.6% | $143,799-84.4% | $134,532-83.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -20.70% | 0.47%-21.2pp | -0.04%-20.7pp | 418.27%-439.0pp |
| Employer contribution / active EE | $1,805 | $5,620-67.9% | $4,952-63.6% | $4,741-61.9% |
| Participant deferral / active EE | $5,578 | $6,447-13.5% | $5,638-1.1% | $6,401-12.9% |
| Admin fee / account holder | $29 | $18,094-99.8% | $14,677-99.8% | $11,429-99.7% |