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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 | $28,805 | $88,707-67.5% | $74,184-61.2% | $273,972-89.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -83.76% | 11.94%-95.7pp | 17.74%-101.5pp | 41.46%-125.2pp |
| Employer contribution / active EE | $3,572 | $3,159+13.1% | $2,370+50.7% | $4,869-26.6% |
| Participant deferral / active EE | $22,969 | $4,212+445.4% | $3,550+547.1% | $5,287+334.4% |
| Admin fee / account holder | $161 | $8,717-98.2% | $5,586-97.1% | $10,133-98.4% |