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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 | $10,488 | $93,124-88.7% | $77,100-86.4% | $134,545-92.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -22.61% | 62.68%-85.3pp | 42.35%-65.0pp | 418.37%-441.0pp |
| Employer contribution / active EE | $2,611 | $3,421-23.7% | $2,815-7.2% | $4,742-44.9% |
| Participant deferral / active EE | $9,088 | $5,242+73.4% | $4,430+105.2% | $6,401+42.0% |
| Admin fee / account holder | $1 | $6,970-100.0% | $5,443-100.0% | $11,431-100.0% |