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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 | $20,336 | $167,353-87.8% | $143,797-85.9% | $134,545-84.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -30.97% | 0.48%-31.5pp | -0.04%-30.9pp | 418.37%-449.3pp |
| Employer contribution / active EE | $1,365 | $5,620-75.7% | $4,952-72.4% | $4,742-71.2% |
| Participant deferral / active EE | $4,538 | $6,447-29.6% | $5,638-19.5% | $6,401-29.1% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |