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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 | $46,306 | $85,790-46.0% | $67,313-31.2% | $135,379-65.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -15.53% | -0.54%-15.0pp | -4.08%-11.4pp | 519.79%-535.3pp |
| Employer contribution / active EE | $2,406 | $3,487-31.0% | $2,566-6.2% | $4,779-49.7% |
| Participant deferral / active EE | $24,200 | $4,651+420.3% | $3,568+578.2% | $5,609+331.5% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,828-100.0% |