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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 | $20,047 | $100,811-80.1% | $86,698-76.9% | $134,545-85.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -25.45% | 29.11%-54.6pp | 35.96%-61.4pp | 418.37%-443.8pp |
| Employer contribution / active EE | $2,641 | $3,490-24.3% | $2,837-6.9% | $4,742-44.3% |
| Participant deferral / active EE | $10,207 | $5,339+91.2% | $4,656+119.2% | $6,401+59.5% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |