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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 | $14,612 | $133,981-89.1% | $112,249-87.0% | $134,532-89.1% |
| Participation rate | 95.5% | 78.6%+16.9pp | 75.1%+20.4pp | 81.2%+14.2pp |
| Annual return | -20.67% | 47.16%-67.8pp | 27.48%-48.1pp | 418.27%-438.9pp |
| Employer contribution / active EE | $2,419 | $4,040-40.1% | $3,636-33.5% | $4,741-49.0% |
| Participant deferral / active EE | $4,630 | $5,292-12.5% | $4,729-2.1% | $6,401-27.7% |
| Admin fee / account holder | $264 | $7,492-96.5% | $6,412-95.9% | $11,429-97.7% |