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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 | $47,419 | $105,866-55.2% | $90,766-47.8% | $134,545-64.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -21.34% | -10.99%-10.4pp | -12.16%-9.2pp | 418.37%-439.7pp |
| Employer contribution / active EE | $7,723 | $3,464+123.0% | $2,922+164.3% | $4,742+62.9% |
| Participant deferral / active EE | $20,501 | $5,217+293.0% | $4,565+349.1% | $6,401+220.3% |
| Admin fee / account holder | $62 | $13,938-99.6% | $8,446-99.3% | $11,431-99.5% |