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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 | $12,296 | $103,957-88.2% | $69,182-82.2% | $273,968-95.5% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | -102.38% | 35.28%-137.7pp | -21.94%-80.4pp | 41.45%-143.8pp |
| Employer contribution / active EE | $4,570 | $1,781+156.6% | $1,205+279.2% | $4,869-6.1% |
| Participant deferral / active EE | $7,898 | $2,716+190.8% | $1,896+316.4% | $5,287+49.4% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |