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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 | $93,345-70.4% | $119,126-76.8% | $87,485-68.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | -32.68% | 19.08%-51.8pp | 282.11%-314.8pp | 26.06%-58.7pp |
| Employer contribution / active EE | $5,695 | $3,172+79.6% | $4,034+41.2% | $2,596+119.4% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $35 | $8,039-99.6% | $10,693-99.7% | $7,775-99.5% |