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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 | $30,963 | $80,983-61.8% | $96,544-67.9% | $75,177-58.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | -37.47% | 27.05%-64.5pp | 25.88%-63.3pp | 160.75%-198.2pp |
| Employer contribution / active EE | $14,381 | $2,282+530.1% | $2,966+384.8% | $2,671+438.4% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $176 | $6,717-97.4% | $8,254-97.9% | $5,651-96.9% |