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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 | $23,250 | $133,981-82.6% | $112,249-79.3% | $134,532-82.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.74% | 47.16%-67.9pp | 27.48%-48.2pp | 418.27%-439.0pp |
| Employer contribution / active EE | $2,291 | $4,040-43.3% | $3,636-37.0% | $4,741-51.7% |
| Participant deferral / active EE | $7,708 | $5,292+45.7% | $4,729+63.0% | $6,401+20.4% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |