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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 | $44,901 | $97,732-54.1% | $83,831-46.4% | $135,380-66.8% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -17.07% | 1287.56%-1304.6pp | 850.99%-868.1pp | 519.81%-536.9pp |
| Employer contribution / active EE | $9,602 | $4,222+127.4% | $3,631+164.4% | $4,779+100.9% |
| Participant deferral / active EE | $9,597 | $4,683+104.9% | $4,082+135.1% | $5,609+71.1% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |