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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 | $11,968 | $67,372-82.2% | $60,906-80.4% | $134,532-91.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -24.36% | 50.05%-74.4pp | 16.94%-41.3pp | 418.27%-442.6pp |
| Employer contribution / active EE | $3,027 | $3,099-2.3% | $2,703+12.0% | $4,741-36.2% |
| Participant deferral / active EE | $2,400 | $4,532-47.0% | $3,814-37.1% | $6,401-62.5% |
| Admin fee / account holder | $25 | $4,588-99.5% | $3,227-99.2% | $11,429-99.8% |