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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 | $50,473 | $142,409-64.6% | $119,634-57.8% | $134,545-62.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.63% | -12.46%-9.2pp | -14.98%-6.6pp | 418.37%-440.0pp |
| Employer contribution / active EE | $5,435 | $5,224+4.0% | $4,232+28.4% | $4,742+14.6% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $288 | $13,594-97.9% | $10,329-97.2% | $11,431-97.5% |