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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 | $27,394 | $82,674-66.9% | $125,381-78.2% | $68,486-60.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.57% | -5.97%-13.6pp | 572.31%-591.9pp | -7.85%-11.7pp |
| Employer contribution / active EE | $7,528 | $3,382+122.6% | $4,815+56.3% | $2,597+189.9% |
| Participant deferral / active EE | $4,096 | $6,111-33.0% | $7,448-45.0% | $4,028+1.7% |
| Admin fee / account holder | $20 | $6,277-99.7% | $10,007-99.8% | $5,404-99.6% |