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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 | $27,592 | $89,259-69.1% | $107,187-74.3% | $82,637-66.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | -32.68% | 21.02%-53.7pp | 204.55%-237.2pp | 53.51%-86.2pp |
| Employer contribution / active EE | $5,695 | $3,080+84.9% | $3,782+50.6% | $2,552+123.1% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $35 | $7,381-99.5% | $9,162-99.6% | $7,339-99.5% |