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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 | $9,851 | $67,372-85.4% | $60,906-83.8% | $134,532-92.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -21.62% | 50.05%-71.7pp | 16.94%-38.6pp | 418.27%-439.9pp |
| Employer contribution / active EE | $1,341 | $3,099-56.7% | $2,703-50.4% | $4,741-71.7% |
| Participant deferral / active EE | $3,521 | $4,532-22.3% | $3,814-7.7% | $6,401-45.0% |
| Admin fee / account holder | $13 | $4,588-99.7% | $3,227-99.6% | $11,429-99.9% |