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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 | $64,999 | $100,792-35.5% | $86,691-25.0% | $134,509-51.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -29.31% | 29.08%-58.4pp | 35.94%-65.2pp | 418.13%-447.4pp |
| Employer contribution / active EE | $4,340 | $3,491+24.3% | $2,837+53.0% | $4,741-8.4% |
| Participant deferral / active EE | $8,526 | $5,339+59.7% | $4,656+83.1% | $6,400+33.2% |
| Admin fee / account holder | $0 | $10,924-100.0% | $7,492-100.0% | $11,427-100.0% |