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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 | $33,015 | $133,981-75.4% | $112,249-70.6% | $134,532-75.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.41% | 47.16%-70.6pp | 27.48%-50.9pp | 418.27%-441.7pp |
| Employer contribution / active EE | $4,711 | $4,040+16.6% | $3,636+29.6% | $4,741-0.6% |
| Participant deferral / active EE | $17,100 | $5,292+223.1% | $4,729+261.6% | $6,401+167.1% |
| Admin fee / account holder | $115 | $7,492-98.5% | $6,412-98.2% | $11,429-99.0% |