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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 | $41,868 | $142,361-70.6% | $119,608-65.0% | $134,509-68.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -34.84% | -12.46%-22.4pp | -14.98%-19.9pp | 418.13%-453.0pp |
| Employer contribution / active EE | $1,211 | $5,224-76.8% | $4,232-71.4% | $4,741-74.4% |
| Participant deferral / active EE | $5,769 | $6,468-10.8% | $5,601+3.0% | $6,400-9.9% |
| Admin fee / account holder | $267 | $13,588-98.0% | $10,326-97.4% | $11,427-97.7% |