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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 | $46,823 | $134,001-65.1% | $112,258-58.3% | $134,509-65.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.72% | 47.15%-68.9pp | 27.47%-49.2pp | 418.13%-439.9pp |
| Employer contribution / active EE | $3,955 | $4,039-2.1% | $3,636+8.8% | $4,741-16.6% |
| Participant deferral / active EE | $11,805 | $5,291+123.1% | $4,728+149.6% | $6,400+84.4% |
| Admin fee / account holder | $88 | $7,491-98.8% | $6,411-98.6% | $11,427-99.2% |