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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 | $48,235 | $82,314-41.4% | $68,808-29.9% | $134,532-64.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -23.12% | -2.18%-20.9pp | -6.37%-16.8pp | 418.27%-441.4pp |
| Employer contribution / active EE | $10,513 | $3,301+218.5% | $2,656+295.8% | $4,741+121.7% |
| Participant deferral / active EE | $7,376 | $4,740+55.6% | $3,942+87.1% | $6,401+15.2% |
| Admin fee / account holder | $18 | $6,484-99.7% | $4,936-99.6% | $11,429-99.8% |