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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 | $29,122 | $95,188-69.4% | $76,518-61.9% | $135,380-78.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -22.69% | 4.85%-27.5pp | -0.27%-22.4pp | 519.81%-542.5pp |
| Employer contribution / active EE | $2,704 | $3,303-18.1% | $2,647+2.1% | $4,779-43.4% |
| Participant deferral / active EE | $14,737 | $4,640+217.6% | $3,836+284.2% | $5,609+162.7% |
| Admin fee / account holder | $186 | $6,249-97.0% | $4,849-96.2% | $10,828-98.3% |