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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 | $35,375 | $67,372-47.5% | $60,906-41.9% | $134,532-73.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -21.43% | 50.05%-71.5pp | 16.94%-38.4pp | 418.27%-439.7pp |
| Employer contribution / active EE | $7,976 | $3,099+157.4% | $2,703+195.1% | $4,741+68.2% |
| Participant deferral / active EE | $10,373 | $4,532+128.9% | $3,814+172.0% | $6,401+62.1% |
| Admin fee / account holder | $100 | $4,588-97.8% | $3,227-96.9% | $11,429-99.1% |