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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 | $12,184 | $93,124-86.9% | $77,100-84.2% | $134,545-90.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -21.65% | 62.68%-84.3pp | 42.35%-64.0pp | 418.37%-440.0pp |
| Employer contribution / active EE | $2,562 | $3,421-25.1% | $2,815-9.0% | $4,742-46.0% |
| Participant deferral / active EE | $4,099 | $5,242-21.8% | $4,430-7.5% | $6,401-36.0% |
| Admin fee / account holder | $52 | $6,970-99.2% | $5,443-99.0% | $11,431-99.5% |