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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 | $24,162 | $95,975-74.8% | $74,549-67.6% | $135,379-82.2% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -12.03% | 56.96%-69.0pp | 32.53%-44.6pp | 519.79%-531.8pp |
| Employer contribution / active EE | $484 | $2,716-82.2% | $1,961-75.3% | $4,779-89.9% |
| Participant deferral / active EE | $1,325 | $3,844-65.5% | $3,108-57.4% | $5,609-76.4% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |