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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 | $10,747 | $93,117-88.5% | $77,096-86.1% | $134,532-92.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -28.03% | 62.67%-90.7pp | 42.35%-70.4pp | 418.27%-446.3pp |
| Employer contribution / active EE | $2,515 | $3,420-26.5% | $2,814-10.6% | $4,741-46.9% |
| Participant deferral / active EE | $6,821 | $5,241+30.1% | $4,429+54.0% | $6,401+6.6% |
| Admin fee / account holder | $33 | $6,948-99.5% | $5,428-99.4% | $11,429-99.7% |