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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 | $19,283 | $82,324-76.6% | $68,803-72.0% | $134,545-85.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -25.11% | -2.17%-22.9pp | -6.37%-18.7pp | 418.37%-443.5pp |
| Employer contribution / active EE | $12,237 | $3,302+270.6% | $2,656+360.8% | $4,742+158.1% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $234 | $6,485-96.4% | $4,936-95.3% | $11,431-98.0% |