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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 | $21,939 | $134,001-83.6% | $112,258-80.5% | $134,509-83.7% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -24.01% | 47.15%-71.2pp | 27.47%-51.5pp | 418.13%-442.1pp |
| Employer contribution / active EE | $896 | $4,039-77.8% | $3,636-75.3% | $4,741-81.1% |
| Participant deferral / active EE | $7,279 | $5,291+37.6% | $4,728+53.9% | $6,400+13.7% |
| Admin fee / account holder | $166 | $7,491-97.8% | $6,411-97.4% | $11,427-98.6% |