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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 | $18,056 | $134,001-86.5% | $112,258-83.9% | $134,509-86.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.67% | 47.15%-67.8pp | 27.47%-48.1pp | 418.13%-438.8pp |
| Employer contribution / active EE | $5,270 | $4,039+30.5% | $3,636+45.0% | $4,741+11.2% |
| Participant deferral / active EE | $7,037 | $5,291+33.0% | $4,728+48.8% | $6,400+10.0% |
| Admin fee / account holder | $205 | $7,491-97.3% | $6,411-96.8% | $11,427-98.2% |