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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 | $17,270 | $75,962-77.3% | $154,111-88.8% | $64,173-73.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -10.47% | 30.32%-40.8pp | 735.18%-745.7pp | 7.63%-18.1pp |
| Employer contribution / active EE | $3,998 | $3,350+19.3% | $5,298-24.5% | $2,381+67.9% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $224 | $5,589-96.0% | $13,411-98.3% | $4,887-95.4% |