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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 | $35,383 | $124,346-71.5% | $111,308-68.2% | $167,536-78.9% |
| Participation rate | 94.1% | 79.6%+14.5pp | 77.3%+16.8pp | 82.1%+12.0pp |
| Annual return | -29.08% | 37.45%-66.5pp | 54.67%-83.7pp | 478.82%-507.9pp |
| Employer contribution / active EE | $4,159 | $3,437+21.0% | $2,732+52.2% | $4,839-14.1% |
| Participant deferral / active EE | $9,747 | $5,182+88.1% | $4,487+117.2% | $6,342+53.7% |
| Admin fee / account holder | $55 | $10,621-99.5% | $7,965-99.3% | $12,315-99.6% |