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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 | $12,148 | $95,915-87.3% | $79,580-84.7% | $134,532-91.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -22.97% | -2.71%-20.3pp | 0.15%-23.1pp | 418.27%-441.2pp |
| Employer contribution / active EE | $2,940 | $3,129-6.0% | $2,413+21.8% | $4,741-38.0% |
| Participant deferral / active EE | $4,973 | $4,693+6.0% | $3,985+24.8% | $6,401-22.3% |
| Admin fee / account holder | $154 | $9,132-98.3% | $6,835-97.8% | $11,429-98.7% |