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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 | $28,000 | $142,392-80.3% | $119,622-76.6% | $134,532-79.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.20% | -12.46%-7.7pp | -14.98%-5.2pp | 418.27%-438.5pp |
| Employer contribution / active EE | $3,793 | $5,224-27.4% | $4,232-10.4% | $4,741-20.0% |
| Participant deferral / active EE | $10,336 | $6,467+59.8% | $5,601+84.6% | $6,401+61.5% |
| Admin fee / account holder | $4 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |