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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 | $19,457 | $60,813-68.0% | - | $134,532-85.5% |
| Participation rate | 100.0% | 67.1%+32.9pp | - | 81.2%+18.8pp |
| Annual return | -33.72% | -10.69%-23.0pp | - | 418.27%-452.0pp |
| Employer contribution / active EE | $2,457 | $2,735-10.2% | - | $4,741-48.2% |
| Participant deferral / active EE | $3,777 | $4,132-8.6% | - | $6,401-41.0% |
| Admin fee / account holder | $0 | $4,065-100.0% | - | $11,429-100.0% |