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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 | $22,704 | $90,467-74.9% | $93,759-75.8% | $134,532-83.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -21.76% | -15.72%-6.0pp | -11.33%-10.4pp | 418.27%-440.0pp |
| Employer contribution / active EE | $4,000 | $4,345-7.9% | $4,324-7.5% | $4,741-15.6% |
| Participant deferral / active EE | $7,539 | $5,980+26.1% | $6,096+23.7% | $6,401+17.8% |
| Admin fee / account holder | $16 | $9,258-99.8% | $7,197-99.8% | $11,429-99.9% |