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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 | $19,156 | $93,117-79.4% | $77,096-75.2% | $134,532-85.8% |
| Participation rate | 90.0% | 74.5%+15.5pp | 67.9%+22.1pp | 81.2%+8.8pp |
| Annual return | -21.66% | 62.67%-84.3pp | 42.35%-64.0pp | 418.27%-439.9pp |
| Employer contribution / active EE | $2,960 | $3,420-13.5% | $2,814+5.2% | $4,741-37.6% |
| Participant deferral / active EE | $8,552 | $5,241+63.2% | $4,429+93.1% | $6,401+33.6% |
| Admin fee / account holder | $207 | $6,948-97.0% | $5,428-96.2% | $11,429-98.2% |