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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 | $23,913 | $95,915-75.1% | $79,580-70.0% | $134,532-82.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -34.69% | -2.71%-32.0pp | 0.15%-34.8pp | 418.27%-453.0pp |
| Employer contribution / active EE | $14,444 | $3,129+361.7% | $2,413+498.5% | $4,741+204.7% |
| Participant deferral / active EE | $10,197 | $4,693+117.3% | $3,985+155.9% | $6,401+59.3% |
| Admin fee / account holder | $19 | $9,132-99.8% | $6,835-99.7% | $11,429-99.8% |