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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 | $49,887 | $95,917-48.0% | $79,583-37.3% | $134,545-62.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -23.41% | -2.70%-20.7pp | 0.16%-23.6pp | 418.37%-441.8pp |
| Employer contribution / active EE | $1,310 | $3,129-58.1% | $2,414-45.7% | $4,742-72.4% |
| Participant deferral / active EE | $26,605 | $4,694+466.8% | $3,986+567.5% | $6,401+315.6% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |