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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 | $21,615 | $95,915-77.5% | $79,580-72.8% | $134,532-83.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -23.29% | -2.71%-20.6pp | 0.15%-23.4pp | 418.27%-441.6pp |
| Employer contribution / active EE | $2,394 | $3,129-23.5% | $2,413-0.8% | $4,741-49.5% |
| Participant deferral / active EE | $2,493 | $4,693-46.9% | $3,985-37.4% | $6,401-61.0% |
| Admin fee / account holder | $243 | $9,132-97.3% | $6,835-96.4% | $11,429-97.9% |