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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 | $54,933 | $95,975-42.8% | $74,549-26.3% | $135,379-59.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -10.68% | 56.96%-67.6pp | 32.53%-43.2pp | 519.79%-530.5pp |
| Employer contribution / active EE | $2,222 | $2,716-18.2% | $1,961+13.3% | $4,779-53.5% |
| Participant deferral / active EE | $7,370 | $3,844+91.8% | $3,108+137.1% | $5,609+31.4% |
| Admin fee / account holder | $32 | $6,522-99.5% | $5,059-99.4% | $10,828-99.7% |