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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 | $27,992 | $95,979-70.8% | $74,551-62.5% | $135,380-79.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -14.38% | 56.97%-71.4pp | 32.53%-46.9pp | 519.81%-534.2pp |
| Employer contribution / active EE | $3,873 | $2,716+42.6% | $1,961+97.5% | $4,779-19.0% |
| Participant deferral / active EE | $9,603 | $3,844+149.8% | $3,108+208.9% | $5,609+71.2% |
| Admin fee / account holder | $228 | $6,522-96.5% | $5,059-95.5% | $10,828-97.9% |