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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 | $56,583 | $167,362-66.2% | $143,799-60.7% | $134,532-57.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -22.05% | 0.47%-22.5pp | -0.04%-22.0pp | 418.27%-440.3pp |
| Employer contribution / active EE | $6,145 | $5,620+9.3% | $4,952+24.1% | $4,741+29.6% |
| Participant deferral / active EE | $12,852 | $6,447+99.3% | $5,638+127.9% | $6,401+100.8% |
| Admin fee / account holder | $76 | $18,094-99.6% | $14,677-99.5% | $11,429-99.3% |