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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 | $12,900 | $152,597-91.5% | $117,533-89.0% | $134,532-90.4% |
| Participation rate | 75.0% | 77.1%-2.1pp | 70.6%+4.4pp | 81.2%-6.2pp |
| Annual return | -20.97% | 53.04%-74.0pp | 29.77%-50.7pp | 418.27%-439.2pp |
| Employer contribution / active EE | $9,235 | $5,576+65.6% | $4,179+121.0% | $4,741+94.8% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $107 | $7,007-98.5% | $5,647-98.1% | $11,429-99.1% |