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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 | $17,847 | $75,962-76.5% | $154,108-88.4% | $64,173-72.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -12.92% | 30.32%-43.2pp | 735.21%-748.1pp | 7.63%-20.6pp |
| Employer contribution / active EE | $5,996 | $3,350+79.0% | $5,298+13.2% | $2,381+151.8% |
| Participant deferral / active EE | $4,091 | $3,175+28.9% | $5,081-19.5% | $3,470+17.9% |
| Admin fee / account holder | $0 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |