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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 | $21,668 | $142,409-84.8% | $119,634-81.9% | $134,545-83.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -22.49% | -12.46%-10.0pp | -14.98%-7.5pp | 418.37%-440.9pp |
| Employer contribution / active EE | $3,752 | $5,224-28.2% | $4,232-11.3% | $4,742-20.9% |
| Participant deferral / active EE | $4,415 | $6,468-31.7% | $5,601-21.2% | $6,401-31.0% |
| Admin fee / account holder | $236 | $13,594-98.3% | $10,329-97.7% | $11,431-97.9% |