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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 | $30,936 | $95,895-67.7% | $79,576-61.1% | $134,509-77.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -21.15% | -2.72%-18.4pp | 0.15%-21.3pp | 418.13%-439.3pp |
| Employer contribution / active EE | $3,331 | $3,128+6.5% | $2,413+38.0% | $4,741-29.7% |
| Participant deferral / active EE | $6,999 | $4,693+49.1% | $3,985+75.6% | $6,400+9.4% |
| Admin fee / account holder | $252 | $9,129-97.2% | $6,834-96.3% | $11,427-97.8% |