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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 | $15,793 | $90,467-82.5% | $93,759-83.2% | $134,532-88.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -24.01% | -15.72%-8.3pp | -11.33%-12.7pp | 418.27%-442.3pp |
| Employer contribution / active EE | $1,861 | $4,345-57.2% | $4,324-57.0% | $4,741-60.8% |
| Participant deferral / active EE | $7,834 | $5,980+31.0% | $6,096+28.5% | $6,401+22.4% |
| Admin fee / account holder | $275 | $9,258-97.0% | $7,197-96.2% | $11,429-97.6% |