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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 | $16,565 | $95,915-82.7% | $79,580-79.2% | $134,532-87.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -24.72% | -2.71%-22.0pp | 0.15%-24.9pp | 418.27%-443.0pp |
| Employer contribution / active EE | $1,778 | $3,129-43.2% | $2,413-26.3% | $4,741-62.5% |
| Participant deferral / active EE | $3,342 | $4,693-28.8% | $3,985-16.1% | $6,401-47.8% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |