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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 | $45,882 | $40,264+14.0% | $57,349-20.0% | $59,633-23.1% |
| Participation rate | 96.6% | 69.2%+27.4pp | 75.1%+21.5pp | 68.7%+27.9pp |
| Annual return | -22.80% | 27.51%-50.3pp | 24.40%-47.2pp | 2041.40%-2064.2pp |
| Employer contribution / active EE | $3,621 | $1,922+88.4% | $2,689+34.7% | $2,203+64.4% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $2,819-100.0% | $3,356-100.0% | $4,297-100.0% |