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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 | $25,145 | $95,975-73.8% | $74,549-66.3% | $135,379-81.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.86% | 56.96%-66.8pp | 32.53%-42.4pp | 519.79%-529.7pp |
| Employer contribution / active EE | $1,986 | $2,716-26.9% | $1,961+1.3% | $4,779-58.4% |
| Participant deferral / active EE | $1,229 | $3,844-68.0% | $3,108-60.5% | $5,609-78.1% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |