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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 | $36,336 | $167,362-78.3% | $143,799-74.7% | $134,532-73.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -31.38% | 0.47%-31.9pp | -0.04%-31.3pp | 418.27%-449.6pp |
| Employer contribution / active EE | $1,630 | $5,620-71.0% | $4,952-67.1% | $4,741-65.6% |
| Participant deferral / active EE | $7,880 | $6,447+22.2% | $5,638+39.8% | $6,401+23.1% |
| Admin fee / account holder | $102 | $18,094-99.4% | $14,677-99.3% | $11,429-99.1% |