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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 | $31,292 | $93,117-66.4% | $77,096-59.4% | $134,532-76.7% |
| Participation rate | 84.6% | 74.5%+10.1pp | 67.9%+16.7pp | 81.2%+3.4pp |
| Annual return | -29.86% | 62.67%-92.5pp | 42.35%-72.2pp | 418.27%-448.1pp |
| Employer contribution / active EE | $2,397 | $3,420-29.9% | $2,814-14.8% | $4,741-49.4% |
| Participant deferral / active EE | $6,154 | $5,241+17.4% | $4,429+38.9% | $6,401-3.9% |
| Admin fee / account holder | $23 | $6,948-99.7% | $5,428-99.6% | $11,429-99.8% |