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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 | $50,708 | $75,962-33.2% | $154,108-67.1% | $64,173-21.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -10.24% | 30.32%-40.6pp | 735.21%-745.4pp | 7.63%-17.9pp |
| Employer contribution / active EE | $2,058 | $3,350-38.6% | $5,298-61.1% | $2,381-13.5% |
| Participant deferral / active EE | $1,686 | $3,175-46.9% | $5,081-66.8% | $3,470-51.4% |
| Admin fee / account holder | $0 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |