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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 | $66,665 | $95,915-30.5% | $79,580-16.2% | $134,532-50.4% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -22.99% | -2.71%-20.3pp | 0.15%-23.1pp | 418.27%-441.3pp |
| Employer contribution / active EE | $1,822 | $3,129-41.8% | $2,413-24.5% | $4,741-61.6% |
| Participant deferral / active EE | $14,600 | $4,693+211.1% | $3,985+266.3% | $6,401+128.1% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |