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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 | $19,846 | $105,866-81.3% | $90,766-78.1% | $134,545-85.2% |
| Participation rate | 75.0% | 78.3%-3.3pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -21.14% | -10.99%-10.1pp | -12.16%-9.0pp | 418.37%-439.5pp |
| Employer contribution / active EE | $1,885 | $3,464-45.6% | $2,922-35.5% | $4,742-60.3% |
| Participant deferral / active EE | $7,913 | $5,217+51.7% | $4,565+73.3% | $6,401+23.6% |
| Admin fee / account holder | $285 | $13,938-98.0% | $8,446-96.6% | $11,431-97.5% |