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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 | $31,315 | $142,392-78.0% | $119,622-73.8% | $134,532-76.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -22.31% | -12.46%-9.9pp | -14.98%-7.3pp | 418.27%-440.6pp |
| Employer contribution / active EE | $1,324 | $5,224-74.7% | $4,232-68.7% | $4,741-72.1% |
| Participant deferral / active EE | $10,250 | $6,467+58.5% | $5,601+83.0% | $6,401+60.1% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |