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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 | $55,747 | $90,448-38.4% | $93,786-40.6% | $134,545-58.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -23.68% | -15.71%-8.0pp | -11.32%-12.4pp | 418.37%-442.0pp |
| Employer contribution / active EE | $11,818 | $4,349+171.8% | $4,328+173.1% | $4,742+149.2% |
| Participant deferral / active EE | $10,772 | $5,983+80.0% | $6,100+76.6% | $6,401+68.3% |
| Admin fee / account holder | $20 | $9,232-99.8% | $7,184-99.7% | $11,431-99.8% |