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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 | $23,786 | $133,981-82.2% | $112,249-78.8% | $134,532-82.3% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -35.84% | 47.16%-83.0pp | 27.48%-63.3pp | 418.27%-454.1pp |
| Employer contribution / active EE | $1,758 | $4,040-56.5% | $3,636-51.6% | $4,741-62.9% |
| Participant deferral / active EE | $2,929 | $5,292-44.7% | $4,729-38.1% | $6,401-54.2% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |