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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 | $24,557 | $92,219-73.4% | $76,768-68.0% | $135,379-81.9% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -28.11% | 5.46%-33.6pp | 2.43%-30.5pp | 519.79%-547.9pp |
| Employer contribution / active EE | $5,576 | $3,216+73.4% | $2,485+124.4% | $4,779+16.7% |
| Participant deferral / active EE | $9,658 | $4,508+114.2% | $3,852+150.8% | $5,609+72.2% |
| Admin fee / account holder | $53 | $10,749-99.5% | $6,675-99.2% | $10,828-99.5% |