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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 | $23,038 | $142,392-83.8% | $119,622-80.7% | $134,532-82.9% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -20.11% | -12.46%-7.6pp | -14.98%-5.1pp | 418.27%-438.4pp |
| Employer contribution / active EE | $3,519 | $5,224-32.6% | $4,232-16.9% | $4,741-25.8% |
| Participant deferral / active EE | $8,461 | $6,467+30.8% | $5,601+51.1% | $6,401+32.2% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |