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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 | $93,117-89.7% | $77,096-87.5% | $134,532-92.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -25.70% | 62.67%-88.4pp | 42.35%-68.1pp | 418.27%-444.0pp |
| Employer contribution / active EE | $4,207 | $3,420+23.0% | $2,814+49.5% | $4,741-11.3% |
| Participant deferral / active EE | $6,814 | $5,241+30.0% | $4,429+53.8% | $6,401+6.5% |
| Admin fee / account holder | $273 | $6,948-96.1% | $5,428-95.0% | $11,429-97.6% |