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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 | $45,068 | $95,917-53.0% | $79,583-43.4% | $134,545-66.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -45.23% | -2.70%-42.5pp | 0.16%-45.4pp | 418.37%-463.6pp |
| Employer contribution / active EE | $2,020 | $3,129-35.4% | $2,414-16.3% | $4,742-57.4% |
| Participant deferral / active EE | $7,917 | $4,694+68.7% | $3,986+98.6% | $6,401+23.7% |
| Admin fee / account holder | $204 | $9,132-97.8% | $6,835-97.0% | $11,431-98.2% |