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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 | $59,071 | $90,467-34.7% | $93,759-37.0% | $134,532-56.1% |
| Participation rate | 81.8% | 82.0%-0.2pp | 81.0%+0.8pp | 81.2%+0.6pp |
| Annual return | -22.98% | -15.72%-7.3pp | -11.33%-11.7pp | 418.27%-441.2pp |
| Employer contribution / active EE | $3,791 | $4,345-12.8% | $4,324-12.3% | $4,741-20.0% |
| Participant deferral / active EE | $6,711 | $5,980+12.2% | $6,096+10.1% | $6,401+4.8% |
| Admin fee / account holder | $0 | $9,258-100.0% | $7,197-100.0% | $11,429-100.0% |