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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 | $20,032 | $95,979-79.1% | $74,551-73.1% | $135,380-85.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -11.39% | 56.97%-68.4pp | 32.53%-43.9pp | 519.81%-531.2pp |
| Employer contribution / active EE | $2,196 | $2,716-19.2% | $1,961+12.0% | $4,779-54.0% |
| Participant deferral / active EE | $4,606 | $3,844+19.8% | $3,108+48.2% | $5,609-17.9% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |