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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 | $47,473 | $82,678-42.6% | $125,391-62.1% | $68,490-30.7% |
| Participation rate | 97.1% | 75.1%+22.0pp | 82.4%+14.7pp | 67.9%+29.2pp |
| Annual return | -19.43% | -5.97%-13.5pp | 572.41%-591.8pp | -7.85%-11.6pp |
| Employer contribution / active EE | $1,618 | $3,382-52.2% | $4,816-66.4% | $2,597-37.7% |
| Participant deferral / active EE | $6,553 | $6,111+7.2% | $7,448-12.0% | $4,028+62.7% |
| Admin fee / account holder | $11 | $6,277-99.8% | $10,009-99.9% | $5,403-99.8% |