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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 | $31,238 | $105,623-70.4% | $87,502-64.3% | $273,972-88.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | -20.45% | 12.26%-32.7pp | 12.21%-32.7pp | 41.46%-61.9pp |
| Employer contribution / active EE | $4,536 | $3,141+44.4% | $2,550+77.9% | $4,869-6.8% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $300 | $4,781-93.7% | $4,221-92.9% | $10,133-97.0% |