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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 | $37,324 | $95,188-60.8% | $76,518-51.2% | $135,380-72.4% |
| Participation rate | 75.0% | 74.4%+0.6pp | 68.0%+7.0pp | 82.6%-7.6pp |
| Annual return | -14.44% | 4.85%-19.3pp | -0.27%-14.2pp | 519.81%-534.2pp |
| Employer contribution / active EE | $8,765 | $3,303+165.4% | $2,647+231.1% | $4,779+83.4% |
| Participant deferral / active EE | $16,433 | $4,640+254.2% | $3,836+328.4% | $5,609+193.0% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |