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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 | $20,576 | $105,867-80.6% | $90,760-77.3% | $134,532-84.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -46.42% | -10.99%-35.4pp | -12.16%-34.3pp | 418.27%-464.7pp |
| Employer contribution / active EE | $3,233 | $3,464-6.7% | $2,922+10.7% | $4,741-31.8% |
| Participant deferral / active EE | $15,787 | $5,217+202.6% | $4,565+245.8% | $6,401+146.6% |
| Admin fee / account holder | $19 | $13,936-99.9% | $8,444-99.8% | $11,429-99.8% |