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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 | $43,225 | $154,209-72.0% | $130,062-66.8% | $139,487-69.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -12.09% | 32.52%-44.6pp | -137.37%+125.3pp | 373.84%-385.9pp |
| Employer contribution / active EE | $1,383 | $5,292-73.9% | $4,322-68.0% | $4,755-70.9% |
| Participant deferral / active EE | $2,423 | $6,709-63.9% | $5,821-58.4% | $6,713-63.9% |
| Admin fee / account holder | $153 | $13,988-98.9% | $10,601-98.6% | $11,407-98.7% |