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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 | $19,121 | $75,962-74.8% | $154,111-87.6% | $64,173-70.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -9.36% | 30.32%-39.7pp | 735.18%-744.5pp | 7.63%-17.0pp |
| Employer contribution / active EE | $4,814 | $3,350+43.7% | $5,298-9.1% | $2,381+102.2% |
| Participant deferral / active EE | $4,588 | $3,175+44.5% | $5,081-9.7% | $3,470+32.2% |
| Admin fee / account holder | $2 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |