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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 | $50,614 | $95,915-47.2% | $79,580-36.4% | $134,532-62.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -30.33% | -2.71%-27.6pp | 0.15%-30.5pp | 418.27%-448.6pp |
| Employer contribution / active EE | $5,732 | $3,129+83.2% | $2,413+137.5% | $4,741+20.9% |
| Participant deferral / active EE | $9,348 | $4,693+99.2% | $3,985+134.5% | $6,401+46.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |