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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 | $35,303 | $129,960-72.8% | $104,299-66.2% | $134,545-73.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -20.91% | 42.06%-63.0pp | 24.62%-45.5pp | 418.37%-439.3pp |
| Employer contribution / active EE | $3,320 | $4,186-20.7% | $3,373-1.6% | $4,742-30.0% |
| Participant deferral / active EE | $5,200 | $5,589-7.0% | $4,626+12.4% | $6,401-18.8% |
| Admin fee / account holder | $17 | $9,324-99.8% | $7,339-99.8% | $11,431-99.9% |