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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 | $16,825 | $95,915-82.5% | $79,580-78.9% | $134,532-87.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -26.61% | -2.71%-23.9pp | 0.15%-26.8pp | 418.27%-444.9pp |
| Employer contribution / active EE | $5,906 | $3,129+88.8% | $2,413+144.7% | $4,741+24.6% |
| Participant deferral / active EE | $6,571 | $4,693+40.0% | $3,985+64.9% | $6,401+2.7% |
| Admin fee / account holder | $294 | $9,132-96.8% | $6,835-95.7% | $11,429-97.4% |