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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 | $12,014 | $134,001-91.0% | $112,258-89.3% | $134,509-91.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.63% | 47.15%-68.8pp | 27.47%-49.1pp | 418.13%-439.8pp |
| Employer contribution / active EE | $2,327 | $4,039-42.4% | $3,636-36.0% | $4,741-50.9% |
| Participant deferral / active EE | $5,883 | $5,291+11.2% | $4,728+24.4% | $6,400-8.1% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |