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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 | $27,566 | $167,533-83.5% | $151,645-81.8% | $134,545-79.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -38.28% | 7.81%-46.1pp | 3.34%-41.6pp | 418.37%-456.6pp |
| Employer contribution / active EE | $6,192 | $6,828-9.3% | $6,165+0.4% | $4,742+30.6% |
| Participant deferral / active EE | $12,600 | $8,985+40.2% | $8,363+50.7% | $6,401+96.8% |
| Admin fee / account holder | $20 | $13,781-99.9% | $11,614-99.8% | $11,431-99.8% |