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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 | $23,647 | $82,314-71.3% | $68,808-65.6% | $134,532-82.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -22.29% | -2.18%-20.1pp | -6.37%-15.9pp | 418.27%-440.6pp |
| Employer contribution / active EE | $2,808 | $3,301-14.9% | $2,656+5.7% | $4,741-40.8% |
| Participant deferral / active EE | $16,185 | $4,740+241.5% | $3,942+310.6% | $6,401+152.9% |
| Admin fee / account holder | $123 | $6,484-98.1% | $4,936-97.5% | $11,429-98.9% |