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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 | $17,000 | $133,981-87.3% | $112,249-84.9% | $134,532-87.4% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -22.84% | 47.16%-70.0pp | 27.48%-50.3pp | 418.27%-441.1pp |
| Employer contribution / active EE | $2,208 | $4,040-45.3% | $3,636-39.3% | $4,741-53.4% |
| Participant deferral / active EE | $5,459 | $5,292+3.2% | $4,729+15.4% | $6,401-14.7% |
| Admin fee / account holder | $175 | $7,492-97.7% | $6,412-97.3% | $11,429-98.5% |