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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 | $40,760 | $82,324-50.5% | $68,803-40.8% | $134,545-69.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -23.29% | -2.17%-21.1pp | -6.37%-16.9pp | 418.37%-441.7pp |
| Employer contribution / active EE | $1,949 | $3,302-41.0% | $2,656-26.6% | $4,742-58.9% |
| Participant deferral / active EE | $7,213 | $4,740+52.2% | $3,942+83.0% | $6,401+12.7% |
| Admin fee / account holder | $117 | $6,485-98.2% | $4,936-97.6% | $11,431-99.0% |