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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 | $38,022 | $107,363-64.6% | $92,909-59.1% | $152,897-75.1% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.5%+6.4pp |
| Annual return | -15.17% | 145.63%-160.8pp | 109.44%-124.6pp | 345.43%-360.6pp |
| Employer contribution / active EE | $6,056 | $4,222+43.4% | $3,653+65.8% | $4,764+27.1% |
| Participant deferral / active EE | $6,294 | $4,848+29.8% | $4,238+48.5% | $5,851+7.6% |
| Admin fee / account holder | $24 | $7,082-99.7% | $5,795-99.6% | $11,599-99.8% |