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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 | $47,614 | $142,392-66.6% | $119,622-60.2% | $134,532-64.6% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -22.31% | -12.46%-9.8pp | -14.98%-7.3pp | 418.27%-440.6pp |
| Employer contribution / active EE | $4,772 | $5,224-8.6% | $4,232+12.8% | $4,741+0.7% |
| Participant deferral / active EE | $11,153 | $6,467+72.4% | $5,601+99.1% | $6,401+74.2% |
| Admin fee / account holder | $9 | $13,593-99.9% | $10,328-99.9% | $11,429-99.9% |