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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 | $11,736 | $133,998-91.2% | $112,263-89.5% | $134,545-91.3% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -44.32% | 47.17%-91.5pp | 27.49%-71.8pp | 418.37%-462.7pp |
| Employer contribution / active EE | $2,014 | $4,040-50.2% | $3,636-44.6% | $4,742-57.5% |
| Participant deferral / active EE | $5,100 | $5,292-3.6% | $4,729+7.8% | $6,401-20.3% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |