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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 | $23,734 | $211,946-88.8% | $169,452-86.0% | $135,380-82.5% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -31.06% | 3.26%-34.3pp | 1.83%-32.9pp | 519.81%-550.9pp |
| Employer contribution / active EE | $1,255 | $5,117-75.5% | $4,157-69.8% | $4,779-73.7% |
| Participant deferral / active EE | $12,607 | $6,075+107.5% | $5,277+138.9% | $5,609+124.8% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |