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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 | $40,491 | $82,314-50.8% | $68,808-41.2% | $134,532-69.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -21.72% | -2.18%-19.5pp | -6.37%-15.3pp | 418.27%-440.0pp |
| Employer contribution / active EE | $4,054 | $3,301+22.8% | $2,656+52.6% | $4,741-14.5% |
| Participant deferral / active EE | $15,616 | $4,740+229.5% | $3,942+296.2% | $6,401+144.0% |
| Admin fee / account holder | $0 | $6,484-100.0% | $4,936-100.0% | $11,429-100.0% |