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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 | $57,576 | $99,995-42.4% | $85,063-32.3% | $145,978-60.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | -21.44% | 83.99%-105.4pp | 66.54%-88.0pp | 550.52%-572.0pp |
| Employer contribution / active EE | $1,792 | $3,231-44.6% | $2,727-34.3% | $4,662-61.6% |
| Participant deferral / active EE | $2,792 | $5,295-47.3% | $4,523-38.3% | $6,690-58.3% |
| Admin fee / account holder | $17 | $7,255-99.8% | $6,155-99.7% | $13,400-99.9% |