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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 | $47,332 | $142,392-66.8% | $119,622-60.4% | $134,532-64.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -31.79% | -12.46%-19.3pp | -14.98%-16.8pp | 418.27%-450.1pp |
| Employer contribution / active EE | $17,956 | $5,224+243.7% | $4,232+324.3% | $4,741+278.7% |
| Participant deferral / active EE | $20,500 | $6,467+217.0% | $5,601+266.0% | $6,401+220.3% |
| Admin fee / account holder | $95 | $13,593-99.3% | $10,328-99.1% | $11,429-99.2% |