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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 | $28,490 | $134,001-78.7% | $112,258-74.6% | $134,509-78.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -26.26% | 47.15%-73.4pp | 27.47%-53.7pp | 418.13%-444.4pp |
| Employer contribution / active EE | $2,072 | $4,039-48.7% | $3,636-43.0% | $4,741-56.3% |
| Participant deferral / active EE | $16,010 | $5,291+202.6% | $4,728+238.6% | $6,400+150.1% |
| Admin fee / account holder | $20 | $7,491-99.7% | $6,411-99.7% | $11,427-99.8% |