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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 | $9,607 | $93,098-89.7% | $77,081-87.5% | $134,509-92.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -25.70% | 62.63%-88.3pp | 42.33%-68.0pp | 418.13%-443.8pp |
| Employer contribution / active EE | $4,207 | $3,419+23.1% | $2,813+49.5% | $4,741-11.2% |
| Participant deferral / active EE | $6,814 | $5,239+30.1% | $4,428+53.9% | $6,400+6.5% |
| Admin fee / account holder | $273 | $6,945-96.1% | $5,427-95.0% | $11,427-97.6% |