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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 | $11,420 | $92,766-87.7% | $82,763-86.2% | $134,545-91.5% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -30.45% | 946.97%-977.4pp | 702.45%-732.9pp | 418.37%-448.8pp |
| Employer contribution / active EE | $2,307 | $3,273-29.5% | $3,008-23.3% | $4,742-51.4% |
| Participant deferral / active EE | $4,862 | $4,802+1.2% | $4,395+10.6% | $6,401-24.0% |
| Admin fee / account holder | $113 | $5,978-98.1% | $5,325-97.9% | $11,431-99.0% |