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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 | $82,730 | $167,533-50.6% | $151,645-45.4% | $134,545-38.5% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -22.37% | 7.81%-30.2pp | 3.34%-25.7pp | 418.37%-440.7pp |
| Employer contribution / active EE | $9,487 | $6,828+38.9% | $6,165+53.9% | $4,742+100.1% |
| Participant deferral / active EE | $8,437 | $8,985-6.1% | $8,363+0.9% | $6,401+31.8% |
| Admin fee / account holder | $2 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |