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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 | $33,504 | $115,917-71.1% | $100,535-66.7% | $158,982-78.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | -27.71% | 34.80%-62.5pp | 30.90%-58.6pp | 302.99%-330.7pp |
| Employer contribution / active EE | $2,244 | $4,105-45.3% | $3,419-34.4% | $4,763-52.9% |
| Participant deferral / active EE | $19,000 | $6,677+184.6% | $6,271+203.0% | $5,983+217.5% |
| Admin fee / account holder | $2 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |