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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 | $17,138 | $75,962-77.4% | $154,108-88.9% | $64,173-73.3% |
| Participation rate | 80.8% | 70.4%+10.4pp | 83.0%-2.3pp | 69.6%+11.2pp |
| Annual return | -8.83% | 30.32%-39.2pp | 735.21%-744.0pp | 7.63%-16.5pp |
| Employer contribution / active EE | $3,391 | $3,350+1.2% | $5,298-36.0% | $2,381+42.4% |
| Participant deferral / active EE | $1,892 | $3,175-40.4% | $5,081-62.8% | $3,470-45.5% |
| Admin fee / account holder | $108 | $5,589-98.1% | $13,411-99.2% | $4,887-97.8% |