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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 | $24,429 | $142,361-82.8% | $119,608-79.6% | $134,509-81.8% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -21.16% | -12.46%-8.7pp | -14.98%-6.2pp | 418.13%-439.3pp |
| Employer contribution / active EE | $2,977 | $5,224-43.0% | $4,232-29.7% | $4,741-37.2% |
| Participant deferral / active EE | $5,931 | $6,468-8.3% | $5,601+5.9% | $6,400-7.3% |
| Admin fee / account holder | $0 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |