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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 | $24,010 | $117,694-79.6% | $71,755-66.5% | $134,532-82.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -25.07% | 25.33%-50.4pp | 9.09%-34.2pp | 418.27%-443.3pp |
| Employer contribution / active EE | $7,968 | $2,523+215.8% | $1,704+367.8% | $4,741+68.1% |
| Participant deferral / active EE | $4,363 | $3,753+16.2% | $2,656+64.3% | $6,401-31.8% |
| Admin fee / account holder | $15 | $6,374-99.8% | $3,972-99.6% | $11,429-99.9% |