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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 | $27,570 | $82,288-66.5% | $68,794-59.9% | $134,509-79.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -25.67% | -2.19%-23.5pp | -6.37%-19.3pp | 418.13%-443.8pp |
| Employer contribution / active EE | $6,165 | $3,301+86.8% | $2,656+132.2% | $4,741+30.1% |
| Participant deferral / active EE | $10,219 | $4,738+115.7% | $3,941+159.3% | $6,400+59.7% |
| Admin fee / account holder | $156 | $6,482-97.6% | $4,934-96.8% | $11,427-98.6% |