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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 | $46,271 | $147,727-68.7% | $115,756-60.0% | $134,545-65.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -29.07% | 73.96%-103.0pp | 143.14%-172.2pp | 418.37%-447.4pp |
| Employer contribution / active EE | $4,600 | $4,713-2.4% | $3,793+21.3% | $4,742-3.0% |
| Participant deferral / active EE | $5,578 | $7,563-26.2% | $6,254-10.8% | $6,401-12.9% |
| Admin fee / account holder | $0 | $14,571-100.0% | $8,124-100.0% | $11,431-100.0% |