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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 | $42,976 | $142,392-69.8% | $119,622-64.1% | $134,532-68.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.06% | -12.46%-8.6pp | -14.98%-6.1pp | 418.27%-439.3pp |
| Employer contribution / active EE | $2,696 | $5,224-48.4% | $4,232-36.3% | $4,741-43.1% |
| Participant deferral / active EE | $22,671 | $6,467+250.6% | $5,601+304.8% | $6,401+254.2% |
| Admin fee / account holder | $20 | $13,593-99.9% | $10,328-99.8% | $11,429-99.8% |