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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 | $20,450 | $100,805-79.7% | $86,698-76.4% | $134,532-84.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -21.44% | 29.09%-50.5pp | 35.95%-57.4pp | 418.27%-439.7pp |
| Employer contribution / active EE | $6,151 | $3,490+76.2% | $2,837+116.8% | $4,741+29.7% |
| Participant deferral / active EE | $14,730 | $5,339+175.9% | $4,656+216.4% | $6,401+130.1% |
| Admin fee / account holder | $158 | $10,925-98.6% | $7,493-97.9% | $11,429-98.6% |