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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 | $14,304 | $93,117-84.6% | $77,096-81.4% | $134,532-89.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -27.83% | 62.67%-90.5pp | 42.35%-70.2pp | 418.27%-446.1pp |
| Employer contribution / active EE | $4,940 | $3,420+44.4% | $2,814+75.5% | $4,741+4.2% |
| Participant deferral / active EE | $3,513 | $5,241-33.0% | $4,429-20.7% | $6,401-45.1% |
| Admin fee / account holder | $137 | $6,948-98.0% | $5,428-97.5% | $11,429-98.8% |