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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 | $32,940 | $82,678-60.2% | $125,391-73.7% | $68,490-51.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -24.09% | -5.97%-18.1pp | 572.41%-596.5pp | -7.85%-16.2pp |
| Employer contribution / active EE | $1,634 | $3,382-51.7% | $4,816-66.1% | $2,597-37.1% |
| Participant deferral / active EE | $2,870 | $6,111-53.0% | $7,448-61.5% | $4,028-28.7% |
| Admin fee / account holder | $191 | $6,277-97.0% | $10,009-98.1% | $5,403-96.5% |