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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 | $41,172 | $133,998-69.3% | $112,263-63.3% | $134,545-69.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.54% | 47.17%-67.7pp | 27.49%-48.0pp | 418.37%-438.9pp |
| Employer contribution / active EE | $11,884 | $4,040+194.2% | $3,636+226.8% | $4,742+150.6% |
| Participant deferral / active EE | $18,167 | $5,292+243.3% | $4,729+284.1% | $6,401+183.8% |
| Admin fee / account holder | $67 | $7,493-99.1% | $6,410-98.9% | $11,431-99.4% |