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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 | $23,632 | $95,917-75.4% | $79,583-70.3% | $134,545-82.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -24.26% | -2.70%-21.6pp | 0.16%-24.4pp | 418.37%-442.6pp |
| Employer contribution / active EE | $17,125 | $3,129+447.3% | $2,414+609.5% | $4,742+261.2% |
| Participant deferral / active EE | $5,125 | $4,694+9.2% | $3,986+28.6% | $6,401-19.9% |
| Admin fee / account holder | $13 | $9,132-99.9% | $6,835-99.8% | $11,431-99.9% |