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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 | $23,240 | $56,134-58.6% | $96,171-75.8% | $85,847-72.9% |
| Participation rate | 84.6% | 56.7%+27.9pp | 68.4%+16.2pp | 69.3%+15.3pp |
| Annual return | -3.59% | 42.30%-45.9pp | 192.04%-195.6pp | 318.61%-322.2pp |
| Employer contribution / active EE | $11,443 | $1,620+606.3% | $2,799+308.9% | $2,565+346.1% |
| Participant deferral / active EE | $0 | $2,858-100.0% | $4,350-100.0% | $3,952-100.0% |
| Admin fee / account holder | $68 | $3,769-98.2% | $5,538-98.8% | $6,261-98.9% |