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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 | $24,539 | $95,895-74.4% | $79,576-69.2% | $134,509-81.8% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -30.04% | -2.72%-27.3pp | 0.15%-30.2pp | 418.13%-448.2pp |
| Employer contribution / active EE | $7,325 | $3,128+134.1% | $2,413+203.5% | $4,741+54.5% |
| Participant deferral / active EE | $10,983 | $4,693+134.0% | $3,985+175.6% | $6,400+71.6% |
| Admin fee / account holder | $99 | $9,129-98.9% | $6,834-98.6% | $11,427-99.1% |