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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 | $33,462 | $82,288-59.3% | $68,794-51.4% | $134,509-75.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -22.36% | -2.19%-20.2pp | -6.37%-16.0pp | 418.13%-440.5pp |
| Employer contribution / active EE | $2,406 | $3,301-27.1% | $2,656-9.4% | $4,741-49.3% |
| Participant deferral / active EE | $3,338 | $4,738-29.6% | $3,941-15.3% | $6,400-47.9% |
| Admin fee / account holder | $53 | $6,482-99.2% | $4,934-98.9% | $11,427-99.5% |