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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 | $46,329 | $142,392-67.5% | $119,622-61.3% | $134,532-65.6% |
| Participation rate | 91.7% | 82.8%+8.8pp | 79.3%+12.4pp | 81.2%+10.4pp |
| Annual return | -22.40% | -12.46%-9.9pp | -14.98%-7.4pp | 418.27%-440.7pp |
| Employer contribution / active EE | $8,724 | $5,224+67.0% | $4,232+106.1% | $4,741+84.0% |
| Participant deferral / active EE | $6,184 | $6,467-4.4% | $5,601+10.4% | $6,401-3.4% |
| Admin fee / account holder | -$46 | $13,593-100.3% | $10,328-100.4% | $11,429-100.4% |