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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 | $72,901 | $142,409-48.8% | $119,634-39.1% | $134,545-45.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -35.62% | -12.46%-23.2pp | -14.98%-20.6pp | 418.37%-454.0pp |
| Employer contribution / active EE | $12,000 | $5,224+129.7% | $4,232+183.5% | $4,742+153.1% |
| Participant deferral / active EE | $20,500 | $6,468+216.9% | $5,601+266.0% | $6,401+220.2% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |