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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 | $43,210 | $113,941-62.1% | $94,229-54.1% | $125,389-65.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -27.49% | 5.29%-32.8pp | 10.68%-38.2pp | 282.24%-309.7pp |
| Employer contribution / active EE | $18,000 | $4,727+280.8% | $3,587+401.8% | $4,866+269.9% |
| Participant deferral / active EE | $18,000 | $5,179+247.6% | $4,320+316.6% | $5,352+236.3% |
| Admin fee / account holder | $210 | $8,392-97.5% | $6,269-96.7% | $9,541-97.8% |