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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 | $26,871 | $95,979-72.0% | $74,551-64.0% | $135,380-80.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -12.02% | 56.97%-69.0pp | 32.53%-44.6pp | 519.81%-531.8pp |
| Employer contribution / active EE | $4,505 | $2,716+65.8% | $1,961+129.7% | $4,779-5.7% |
| Participant deferral / active EE | $9,651 | $3,844+151.1% | $3,108+210.5% | $5,609+72.1% |
| Admin fee / account holder | $166 | $6,522-97.5% | $5,059-96.7% | $10,828-98.5% |