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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 | $28,524 | $95,917-70.3% | $79,583-64.2% | $134,545-78.8% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -25.37% | -2.70%-22.7pp | 0.16%-25.5pp | 418.37%-443.7pp |
| Employer contribution / active EE | $4,539 | $3,129+45.1% | $2,414+88.1% | $4,742-4.3% |
| Participant deferral / active EE | $11,242 | $4,694+139.5% | $3,986+182.1% | $6,401+75.6% |
| Admin fee / account holder | $143 | $9,132-98.4% | $6,835-97.9% | $11,431-98.7% |