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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 | $15,608 | $93,117-83.2% | $77,096-79.8% | $134,532-88.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -29.27% | 62.67%-91.9pp | 42.35%-71.6pp | 418.27%-447.5pp |
| Employer contribution / active EE | $7,819 | $3,420+128.6% | $2,814+177.8% | $4,741+64.9% |
| Participant deferral / active EE | $4,625 | $5,241-11.8% | $4,429+4.4% | $6,401-27.7% |
| Admin fee / account holder | $57 | $6,948-99.2% | $5,428-98.9% | $11,429-99.5% |