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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 | $65,297 | $100,792-35.2% | $86,691-24.7% | $134,509-51.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.41% | 29.08%-49.5pp | 35.94%-56.4pp | 418.13%-438.5pp |
| Employer contribution / active EE | $2,445 | $3,491-29.9% | $2,837-13.8% | $4,741-48.4% |
| Participant deferral / active EE | $9,381 | $5,339+75.7% | $4,656+101.5% | $6,400+46.6% |
| Admin fee / account holder | $21 | $10,924-99.8% | $7,492-99.7% | $11,427-99.8% |