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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 | $18,611 | $85,790-78.3% | $67,313-72.4% | $135,379-86.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -38.86% | -0.54%-38.3pp | -4.08%-34.8pp | 519.79%-558.7pp |
| Employer contribution / active EE | $3,630 | $3,487+4.1% | $2,566+41.5% | $4,779-24.0% |
| Participant deferral / active EE | $12,385 | $4,651+166.3% | $3,568+247.1% | $5,609+120.8% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,828-100.0% |