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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 | $57,184 | $82,288-30.5% | $68,794-16.9% | $134,509-57.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -21.42% | -2.19%-19.2pp | -6.37%-15.0pp | 418.13%-439.6pp |
| Employer contribution / active EE | $1,920 | $3,301-41.8% | $2,656-27.7% | $4,741-59.5% |
| Participant deferral / active EE | $2,311 | $4,738-51.2% | $3,941-41.4% | $6,400-63.9% |
| Admin fee / account holder | $13 | $6,482-99.8% | $4,934-99.7% | $11,427-99.9% |