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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 | $33,106 | $152,597-78.3% | $117,533-71.8% | $134,532-75.4% |
| Participation rate | 83.3% | 77.1%+6.2pp | 70.6%+12.7pp | 81.2%+2.1pp |
| Annual return | -25.89% | 53.04%-78.9pp | 29.77%-55.7pp | 418.27%-444.2pp |
| Employer contribution / active EE | $742 | $5,576-86.7% | $4,179-82.2% | $4,741-84.3% |
| Participant deferral / active EE | $1,484 | $4,821-69.2% | $4,072-63.6% | $6,401-76.8% |
| Admin fee / account holder | $10 | $7,007-99.9% | $5,647-99.8% | $11,429-99.9% |