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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 | $20,192 | $82,314-75.5% | $68,808-70.7% | $134,532-85.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -32.22% | -2.18%-30.0pp | -6.37%-25.9pp | 418.27%-450.5pp |
| Employer contribution / active EE | $3,532 | $3,301+7.0% | $2,656+33.0% | $4,741-25.5% |
| Participant deferral / active EE | $13,481 | $4,740+184.4% | $3,942+242.0% | $6,401+110.6% |
| Admin fee / account holder | $71 | $6,484-98.9% | $4,936-98.6% | $11,429-99.4% |