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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 | $13,518 | $75,962-82.2% | $154,111-91.2% | $64,173-78.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -9.43% | 30.32%-39.8pp | 735.18%-744.6pp | 7.63%-17.1pp |
| Employer contribution / active EE | $2,730 | $3,350-18.5% | $5,298-48.5% | $2,381+14.7% |
| Participant deferral / active EE | $1,580 | $3,175-50.2% | $5,081-68.9% | $3,470-54.5% |
| Admin fee / account holder | $211 | $5,589-96.2% | $13,411-98.4% | $4,887-95.7% |