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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 | $15,188 | $95,917-84.2% | $79,583-80.9% | $134,545-88.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -36.96% | -2.70%-34.3pp | 0.16%-37.1pp | 418.37%-455.3pp |
| Employer contribution / active EE | $2,549 | $3,129-18.6% | $2,414+5.6% | $4,742-46.2% |
| Participant deferral / active EE | $8,633 | $4,694+83.9% | $3,986+116.6% | $6,401+34.9% |
| Admin fee / account holder | $269 | $9,132-97.1% | $6,835-96.1% | $11,431-97.6% |