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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 | $30,503 | $107,809-71.7% | $90,657-66.4% | $135,379-77.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -21.24% | -0.90%-20.3pp | 1.89%-23.1pp | 519.79%-541.0pp |
| Employer contribution / active EE | $1,660 | $3,018-45.0% | $2,532-34.4% | $4,779-65.3% |
| Participant deferral / active EE | $4,564 | $3,872+17.9% | $3,424+33.3% | $5,609-18.6% |
| Admin fee / account holder | $141 | $5,931-97.6% | $4,994-97.2% | $10,828-98.7% |