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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 | $29,876 | $142,361-79.0% | $119,608-75.0% | $134,509-77.8% |
| Participation rate | 93.8% | 82.8%+10.9pp | 79.3%+14.5pp | 81.2%+12.5pp |
| Annual return | -20.68% | -12.46%-8.2pp | -14.98%-5.7pp | 418.13%-438.8pp |
| Employer contribution / active EE | $1,811 | $5,224-65.3% | $4,232-57.2% | $4,741-61.8% |
| Participant deferral / active EE | $3,621 | $6,468-44.0% | $5,601-35.4% | $6,400-43.4% |
| Admin fee / account holder | $0 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |