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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 | $37,124 | $95,895-61.3% | $79,576-53.3% | $134,509-72.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -33.53% | -2.72%-30.8pp | 0.15%-33.7pp | 418.13%-451.7pp |
| Employer contribution / active EE | $8,284 | $3,128+164.8% | $2,413+243.3% | $4,741+74.7% |
| Participant deferral / active EE | $20,765 | $4,693+342.4% | $3,985+421.0% | $6,400+224.4% |
| Admin fee / account holder | $217 | $9,129-97.6% | $6,834-96.8% | $11,427-98.1% |