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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 | $30,015 | $142,409-78.9% | $119,634-74.9% | $134,545-77.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.44% | -12.46%-8.0pp | -14.98%-5.5pp | 418.37%-438.8pp |
| Employer contribution / active EE | $2,932 | $5,224-43.9% | $4,232-30.7% | $4,742-38.2% |
| Participant deferral / active EE | $11,409 | $6,468+76.4% | $5,601+103.7% | $6,401+78.2% |
| Admin fee / account holder | $247 | $13,594-98.2% | $10,329-97.6% | $11,431-97.8% |