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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 | $14,642 | $95,915-84.7% | $79,580-81.6% | $134,532-89.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -22.42% | -2.71%-19.7pp | 0.15%-22.6pp | 418.27%-440.7pp |
| Employer contribution / active EE | $3,131 | $3,129+0.1% | $2,413+29.7% | $4,741-34.0% |
| Participant deferral / active EE | $5,403 | $4,693+15.1% | $3,985+35.6% | $6,401-15.6% |
| Admin fee / account holder | $120 | $9,132-98.7% | $6,835-98.3% | $11,429-99.0% |