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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 | $40,216 | $142,409-71.8% | $119,634-66.4% | $134,545-70.1% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -21.64% | -12.46%-9.2pp | -14.98%-6.7pp | 418.37%-440.0pp |
| Employer contribution / active EE | $4,674 | $5,224-10.5% | $4,232+10.4% | $4,742-1.4% |
| Participant deferral / active EE | $9,025 | $6,468+39.5% | $5,601+61.1% | $6,401+41.0% |
| Admin fee / account holder | $244 | $13,594-98.2% | $10,329-97.6% | $11,431-97.9% |