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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 | $36,721 | $142,409-74.2% | $119,634-69.3% | $134,545-72.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.17% | -12.46%-8.7pp | -14.98%-6.2pp | 418.37%-439.5pp |
| Employer contribution / active EE | $1,744 | $5,224-66.6% | $4,232-58.8% | $4,742-63.2% |
| Participant deferral / active EE | $5,522 | $6,468-14.6% | $5,601-1.4% | $6,401-13.7% |
| Admin fee / account holder | $20 | $13,594-99.9% | $10,329-99.8% | $11,431-99.8% |