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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 | $13,527 | $133,981-89.9% | $112,249-87.9% | $134,532-89.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -24.04% | 47.16%-71.2pp | 27.48%-51.5pp | 418.27%-442.3pp |
| Employer contribution / active EE | $3,076 | $4,040-23.9% | $3,636-15.4% | $4,741-35.1% |
| Participant deferral / active EE | $7,759 | $5,292+46.6% | $4,729+64.1% | $6,401+21.2% |
| Admin fee / account holder | $15 | $7,492-99.8% | $6,412-99.8% | $11,429-99.9% |