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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 | $40,839 | $152,591-73.2% | $117,529-65.3% | $134,545-69.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -29.77% | 53.04%-82.8pp | 29.77%-59.5pp | 418.37%-448.1pp |
| Employer contribution / active EE | $12,263 | $5,576+119.9% | $4,179+193.4% | $4,742+158.6% |
| Participant deferral / active EE | $14,763 | $4,821+206.2% | $4,072+262.5% | $6,401+130.6% |
| Admin fee / account holder | $25 | $7,004-99.6% | $5,645-99.6% | $11,431-99.8% |