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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 | $29,634 | $95,917-69.1% | $79,583-62.8% | $134,545-78.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -22.01% | -2.70%-19.3pp | 0.16%-22.2pp | 418.37%-440.4pp |
| Employer contribution / active EE | $3,224 | $3,129+3.0% | $2,414+33.6% | $4,742-32.0% |
| Participant deferral / active EE | $4,753 | $4,694+1.2% | $3,986+19.2% | $6,401-25.8% |
| Admin fee / account holder | $45 | $9,132-99.5% | $6,835-99.3% | $11,431-99.6% |