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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 | $10,074 | $152,542-93.4% | $117,498-91.4% | $134,509-92.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -30.09% | 53.02%-83.1pp | 29.75%-59.8pp | 418.13%-448.2pp |
| Employer contribution / active EE | $2,270 | $5,574-59.3% | $4,178-45.7% | $4,741-52.1% |
| Participant deferral / active EE | $7,521 | $4,819+56.1% | $4,071+84.7% | $6,400+17.5% |
| Admin fee / account holder | $136 | $7,006-98.1% | $5,646-97.6% | $11,427-98.8% |