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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 | $42,518 | $93,117-54.3% | $77,096-44.9% | $134,532-68.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -22.17% | 62.67%-84.8pp | 42.35%-64.5pp | 418.27%-440.4pp |
| Employer contribution / active EE | $2,418 | $3,420-29.3% | $2,814-14.1% | $4,741-49.0% |
| Participant deferral / active EE | $17,967 | $5,241+242.8% | $4,429+305.6% | $6,401+180.7% |
| Admin fee / account holder | $198 | $6,948-97.1% | $5,428-96.3% | $11,429-98.3% |