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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 | $25,728 | $95,979-73.2% | $74,551-65.5% | $135,380-81.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -20.44% | 56.97%-77.4pp | 32.53%-53.0pp | 519.81%-540.2pp |
| Employer contribution / active EE | $1,410 | $2,716-48.1% | $1,961-28.1% | $4,779-70.5% |
| Participant deferral / active EE | $14,844 | $3,844+286.2% | $3,108+377.6% | $5,609+164.6% |
| Admin fee / account holder | $273 | $6,522-95.8% | $5,059-94.6% | $10,828-97.5% |