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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 | $21,003 | $107,809-80.5% | $90,657-76.8% | $135,379-84.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -22.60% | -0.90%-21.7pp | 1.89%-24.5pp | 519.79%-542.4pp |
| Employer contribution / active EE | $19,761 | $3,018+554.8% | $2,532+680.5% | $4,779+313.5% |
| Participant deferral / active EE | $16,333 | $3,872+321.8% | $3,424+377.0% | $5,609+191.2% |
| Admin fee / account holder | $236 | $5,931-96.0% | $4,994-95.3% | $10,828-97.8% |