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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 | $9,348 | $152,597-93.9% | $117,533-92.0% | $134,532-93.1% |
| Participation rate | 85.7% | 77.1%+8.6pp | 70.6%+15.1pp | 81.2%+4.5pp |
| Annual return | -27.46% | 53.04%-80.5pp | 29.77%-57.2pp | 418.27%-445.7pp |
| Employer contribution / active EE | $2,651 | $5,576-52.5% | $4,179-36.6% | $4,741-44.1% |
| Participant deferral / active EE | $3,769 | $4,821-21.8% | $4,072-7.5% | $6,401-41.1% |
| Admin fee / account holder | $0 | $7,007-100.0% | $5,647-100.0% | $11,429-100.0% |