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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 | $23,721 | $100,811-76.5% | $86,698-72.6% | $134,545-82.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -26.02% | 29.11%-55.1pp | 35.96%-62.0pp | 418.37%-444.4pp |
| Employer contribution / active EE | $12,023 | $3,490+244.5% | $2,837+323.8% | $4,742+153.6% |
| Participant deferral / active EE | $7,083 | $5,339+32.7% | $4,656+52.1% | $6,401+10.6% |
| Admin fee / account holder | $21 | $10,926-99.8% | $7,492-99.7% | $11,431-99.8% |