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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 | $50,592 | $131,835-61.6% | $108,582-53.4% | $273,972-81.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -16.23% | -91.57%+75.3pp | -51.70%+35.5pp | 41.46%-57.7pp |
| Employer contribution / active EE | $8,320 | $4,913+69.4% | $3,758+121.4% | $4,869+70.9% |
| Participant deferral / active EE | $22,000 | $5,127+329.1% | $4,311+410.3% | $5,287+316.1% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |