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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 | $42,116 | $165,351-74.5% | $149,710-71.9% | $158,931-73.5% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | -29.03% | 348.19%-377.2pp | 276.63%-305.7pp | 302.86%-331.9pp |
| Employer contribution / active EE | $4,301 | $5,103-15.7% | $4,645-7.4% | $4,761-9.7% |
| Participant deferral / active EE | $9,292 | $7,181+29.4% | $6,842+35.8% | $5,982+55.3% |
| Admin fee / account holder | $195 | $10,807-98.2% | $9,309-97.9% | $11,247-98.3% |