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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 | $22,169 | $142,409-84.4% | $119,634-81.5% | $134,545-83.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -22.72% | -12.46%-10.3pp | -14.98%-7.7pp | 418.37%-441.1pp |
| Employer contribution / active EE | $3,850 | $5,224-26.3% | $4,232-9.0% | $4,742-18.8% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |