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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 | $16,831 | $75,959-77.8% | $154,114-89.1% | $64,181-73.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -10.79% | 30.32%-41.1pp | 735.16%-746.0pp | 7.63%-18.4pp |
| Employer contribution / active EE | $4,566 | $3,350+36.3% | $5,298-13.8% | $2,381+91.8% |
| Participant deferral / active EE | $3,218 | $3,175+1.4% | $5,081-36.7% | $3,470-7.2% |
| Admin fee / account holder | $0 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |