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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 | $22,324 | $95,915-76.7% | $79,580-71.9% | $134,532-83.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -35.28% | -2.71%-32.6pp | 0.15%-35.4pp | 418.27%-453.5pp |
| Employer contribution / active EE | $12,037 | $3,129+284.7% | $2,413+398.8% | $4,741+153.9% |
| Participant deferral / active EE | $6,667 | $4,693+42.0% | $3,985+67.3% | $6,401+4.2% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |