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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 | $25,088 | $82,674-69.7% | $125,381-80.0% | $68,486-63.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -25.37% | -5.97%-19.4pp | 572.31%-597.7pp | -7.85%-17.5pp |
| Employer contribution / active EE | $9,117 | $3,382+169.6% | $4,815+89.3% | $2,597+251.1% |
| Participant deferral / active EE | $11,902 | $6,111+94.8% | $7,448+59.8% | $4,028+195.5% |
| Admin fee / account holder | $230 | $6,277-96.3% | $10,007-97.7% | $5,404-95.7% |