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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 | $12,798 | $133,998-90.4% | $112,263-88.6% | $134,545-90.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -35.82% | 47.17%-83.0pp | 27.49%-63.3pp | 418.37%-454.2pp |
| Employer contribution / active EE | $1,943 | $4,040-51.9% | $3,636-46.6% | $4,742-59.0% |
| Participant deferral / active EE | $6,537 | $5,292+23.5% | $4,729+38.2% | $6,401+2.1% |
| Admin fee / account holder | $20 | $7,493-99.7% | $6,410-99.7% | $11,431-99.8% |