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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 | $46,834 | $105,867-55.8% | $90,760-48.4% | $134,532-65.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -22.93% | -10.99%-11.9pp | -12.16%-10.8pp | 418.27%-441.2pp |
| Employer contribution / active EE | $2,381 | $3,464-31.3% | $2,922-18.5% | $4,741-49.8% |
| Participant deferral / active EE | $7,913 | $5,217+51.7% | $4,565+73.3% | $6,401+23.6% |
| Admin fee / account holder | $20 | $13,936-99.9% | $8,444-99.8% | $11,429-99.8% |