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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 | $34,818 | $100,792-65.5% | $86,691-59.8% | $134,509-74.1% |
| Participation rate | 81.0% | 78.9%+2.0pp | 76.6%+4.4pp | 81.2%-0.3pp |
| Annual return | -20.29% | 29.08%-49.4pp | 35.94%-56.2pp | 418.13%-438.4pp |
| Employer contribution / active EE | $1,913 | $3,491-45.2% | $2,837-32.6% | $4,741-59.6% |
| Participant deferral / active EE | $2,911 | $5,339-45.5% | $4,656-37.5% | $6,400-54.5% |
| Admin fee / account holder | $38 | $10,924-99.7% | $7,492-99.5% | $11,427-99.7% |