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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 | $64,097 | $142,392-55.0% | $119,622-46.4% | $134,532-52.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -22.34% | -12.46%-9.9pp | -14.98%-7.4pp | 418.27%-440.6pp |
| Employer contribution / active EE | $2,289 | $5,224-56.2% | $4,232-45.9% | $4,741-51.7% |
| Participant deferral / active EE | $7,704 | $6,467+19.1% | $5,601+37.6% | $6,401+20.4% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |