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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 | $20,412 | $95,895-78.7% | $79,576-74.3% | $134,509-84.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.70% | -2.72%-18.0pp | 0.15%-20.9pp | 418.13%-438.8pp |
| Employer contribution / active EE | $1,595 | $3,128-49.0% | $2,413-33.9% | $4,741-66.4% |
| Participant deferral / active EE | $6,652 | $4,693+41.7% | $3,985+66.9% | $6,400+3.9% |
| Admin fee / account holder | $7 | $9,129-99.9% | $6,834-99.9% | $11,427-99.9% |