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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 | $24,407 | $142,409-82.9% | $119,634-79.6% | $134,545-81.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.91% | -12.46%-9.4pp | -14.98%-6.9pp | 418.37%-440.3pp |
| Employer contribution / active EE | $5,015 | $5,224-4.0% | $4,232+18.5% | $4,742+5.8% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $10 | $13,594-99.9% | $10,329-99.9% | $11,431-99.9% |