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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 | $27,503 | $142,361-80.7% | $119,608-77.0% | $134,509-79.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.88% | -12.46%-9.4pp | -14.98%-6.9pp | 418.13%-440.0pp |
| Employer contribution / active EE | $3,053 | $5,224-41.5% | $4,232-27.9% | $4,741-35.6% |
| Participant deferral / active EE | $6,308 | $6,468-2.5% | $5,601+12.6% | $6,400-1.4% |
| Admin fee / account holder | $0 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |