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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 | $61,972 | $142,409-56.5% | $119,634-48.2% | $134,545-53.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.05% | -12.46%-8.6pp | -14.98%-6.1pp | 418.37%-439.4pp |
| Employer contribution / active EE | $7,919 | $5,224+51.6% | $4,232+87.1% | $4,742+67.0% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |