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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 | $71,400 | $167,362-57.3% | $143,799-50.3% | $134,532-46.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -21.24% | 0.47%-21.7pp | -0.04%-21.2pp | 418.27%-439.5pp |
| Employer contribution / active EE | $1,712 | $5,620-69.5% | $4,952-65.4% | $4,741-63.9% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |