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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 | $38,342 | $57,352-33.1% | $83,831-54.3% | $64,173-40.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -14.19% | 11.38%-25.6pp | 850.99%-865.2pp | 7.63%-21.8pp |
| Employer contribution / active EE | $4,789 | $2,546+88.2% | $3,631+31.9% | $2,381+101.2% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $136 | $4,046-96.6% | $5,479-97.5% | $4,887-97.2% |