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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 | $51,753 | $134,001-61.4% | $112,258-53.9% | $134,509-61.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.91% | 47.15%-68.1pp | 27.47%-48.4pp | 418.13%-439.0pp |
| Employer contribution / active EE | $4,803 | $4,039+18.9% | $3,636+32.1% | $4,741+1.3% |
| Participant deferral / active EE | $10,526 | $5,291+98.9% | $4,728+122.6% | $6,400+64.5% |
| Admin fee / account holder | $5 | $7,491-99.9% | $6,411-99.9% | $11,427-100.0% |