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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 | $58,309 | $78,694-25.9% | $67,652-13.8% | $125,389-53.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -6.29% | 9.46%-15.7pp | 6625.40%-6631.7pp | 282.24%-288.5pp |
| Employer contribution / active EE | $22,500 | $3,044+639.2% | $2,266+893.1% | $4,866+362.4% |
| Participant deferral / active EE | $13,934 | $4,292+224.6% | $3,560+291.4% | $5,352+160.4% |
| Admin fee / account holder | $176 | $7,403-97.6% | $4,821-96.3% | $9,541-98.2% |