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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 | $34,349 | $93,117-63.1% | $77,096-55.4% | $134,532-74.5% |
| Participation rate | 94.1% | 74.5%+19.6pp | 67.9%+26.2pp | 81.2%+12.9pp |
| Annual return | -24.97% | 62.67%-87.6pp | 42.35%-67.3pp | 418.27%-443.2pp |
| Employer contribution / active EE | $10,921 | $3,420+219.3% | $2,814+288.0% | $4,741+130.3% |
| Participant deferral / active EE | $4,647 | $5,241-11.3% | $4,429+4.9% | $6,401-27.4% |
| Admin fee / account holder | $200 | $6,948-97.1% | $5,428-96.3% | $11,429-98.3% |