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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 | $44,380 | $78,694-43.6% | $67,652-34.4% | $125,389-64.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -14.84% | 9.46%-24.3pp | 6625.40%-6640.2pp | 282.24%-297.1pp |
| Employer contribution / active EE | $5,357 | $3,044+76.0% | $2,266+136.5% | $4,866+10.1% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |