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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 | $25,489 | $95,917-73.4% | $79,583-68.0% | $134,545-81.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -21.64% | -2.70%-18.9pp | 0.16%-21.8pp | 418.37%-440.0pp |
| Employer contribution / active EE | $10,615 | $3,129+239.2% | $2,414+339.8% | $4,742+123.9% |
| Participant deferral / active EE | $7,127 | $4,694+51.8% | $3,986+78.8% | $6,401+11.3% |
| Admin fee / account holder | $250 | $9,132-97.3% | $6,835-96.3% | $11,431-97.8% |