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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 | $33,873 | $95,895-64.7% | $79,576-57.4% | $134,509-74.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -21.16% | -2.72%-18.4pp | 0.15%-21.3pp | 418.13%-439.3pp |
| Employer contribution / active EE | $8,031 | $3,128+156.7% | $2,413+232.8% | $4,741+69.4% |
| Participant deferral / active EE | $10,838 | $4,693+130.9% | $3,985+172.0% | $6,400+69.3% |
| Admin fee / account holder | $94 | $9,129-99.0% | $6,834-98.6% | $11,427-99.2% |