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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 | $22,695 | $133,998-83.1% | $112,263-79.8% | $134,545-83.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.79% | 47.17%-68.0pp | 27.49%-48.3pp | 418.37%-439.2pp |
| Employer contribution / active EE | $4,962 | $4,040+22.8% | $3,636+36.5% | $4,742+4.7% |
| Participant deferral / active EE | $6,620 | $5,292+25.1% | $4,729+40.0% | $6,401+3.4% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |