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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 | $14,967 | $93,117-83.9% | $77,096-80.6% | $134,532-88.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -25.17% | 62.67%-87.8pp | 42.35%-67.5pp | 418.27%-443.4pp |
| Employer contribution / active EE | $4,660 | $3,420+36.2% | $2,814+65.6% | $4,741-1.7% |
| Participant deferral / active EE | $6,056 | $5,241+15.5% | $4,429+36.7% | $6,401-5.4% |
| Admin fee / account holder | $52 | $6,948-99.3% | $5,428-99.0% | $11,429-99.5% |