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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 | $39,731 | $82,324-51.7% | $68,803-42.3% | $134,545-70.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -21.61% | -2.17%-19.4pp | -6.37%-15.2pp | 418.37%-440.0pp |
| Employer contribution / active EE | $5,177 | $3,302+56.8% | $2,656+94.9% | $4,742+9.2% |
| Participant deferral / active EE | $2,510 | $4,740-47.0% | $3,942-36.3% | $6,401-60.8% |
| Admin fee / account holder | $110 | $6,485-98.3% | $4,936-97.8% | $11,431-99.0% |