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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 | $35,257 | $95,917-63.2% | $79,583-55.7% | $134,545-73.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -26.52% | -2.70%-23.8pp | 0.16%-26.7pp | 418.37%-444.9pp |
| Employer contribution / active EE | $1,731 | $3,129-44.7% | $2,414-28.3% | $4,742-63.5% |
| Participant deferral / active EE | $10,481 | $4,694+123.3% | $3,986+163.0% | $6,401+63.7% |
| Admin fee / account holder | $88 | $9,132-99.0% | $6,835-98.7% | $11,431-99.2% |