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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 | $36,247 | $167,362-78.3% | $143,799-74.8% | $134,532-73.1% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.5pp |
| Annual return | -20.35% | 0.47%-20.8pp | -0.04%-20.3pp | 418.27%-438.6pp |
| Employer contribution / active EE | $3,067 | $5,620-45.4% | $4,952-38.1% | $4,741-35.3% |
| Participant deferral / active EE | $9,650 | $6,447+49.7% | $5,638+71.2% | $6,401+50.8% |
| Admin fee / account holder | $254 | $18,094-98.6% | $14,677-98.3% | $11,429-97.8% |