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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 | $31,912 | $133,981-76.2% | $112,249-71.6% | $134,532-76.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -22.81% | 47.16%-70.0pp | 27.48%-50.3pp | 418.27%-441.1pp |
| Employer contribution / active EE | $9,065 | $4,040+124.4% | $3,636+149.3% | $4,741+91.2% |
| Participant deferral / active EE | $8,571 | $5,292+62.0% | $4,729+81.2% | $6,401+33.9% |
| Admin fee / account holder | $189 | $7,492-97.5% | $6,412-97.0% | $11,429-98.3% |