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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 | $12,851 | $133,981-90.4% | $112,249-88.6% | $134,532-90.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.64% | 47.16%-70.8pp | 27.48%-51.1pp | 418.27%-441.9pp |
| Employer contribution / active EE | $1,722 | $4,040-57.4% | $3,636-52.7% | $4,741-63.7% |
| Participant deferral / active EE | $3,983 | $5,292-24.7% | $4,729-15.8% | $6,401-37.8% |
| Admin fee / account holder | $197 | $7,492-97.4% | $6,412-96.9% | $11,429-98.3% |