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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 | $19,475 | $129,960-85.0% | $104,299-81.3% | $134,545-85.5% |
| Participation rate | 71.4% | 79.5%-8.1pp | 73.3%-1.8pp | 81.2%-9.8pp |
| Annual return | -25.18% | 42.06%-67.2pp | 24.62%-49.8pp | 418.37%-443.5pp |
| Employer contribution / active EE | $3,116 | $4,186-25.6% | $3,373-7.6% | $4,742-34.3% |
| Participant deferral / active EE | $7,033 | $5,589+25.8% | $4,626+52.0% | $6,401+9.9% |
| Admin fee / account holder | $0 | $9,324-100.0% | $7,339-100.0% | $11,431-100.0% |