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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 | $32,841 | $154,209-78.7% | $130,062-74.7% | $139,487-76.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 8.71% | 32.52%-23.8pp | -137.37%+146.1pp | 373.84%-365.1pp |
| Employer contribution / active EE | $22,216 | $5,292+319.8% | $4,322+414.0% | $4,755+367.2% |
| Participant deferral / active EE | $5,256 | $6,709-21.7% | $5,821-9.7% | $6,713-21.7% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |