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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 | $71,531 | $142,392-49.8% | $119,622-40.2% | $134,532-46.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -23.46% | -12.46%-11.0pp | -14.98%-8.5pp | 418.27%-441.7pp |
| Employer contribution / active EE | $2,887 | $5,224-44.7% | $4,232-31.8% | $4,741-39.1% |
| Participant deferral / active EE | $15,812 | $6,467+144.5% | $5,601+182.3% | $6,401+147.0% |
| Admin fee / account holder | $175 | $13,593-98.7% | $10,328-98.3% | $11,429-98.5% |