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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 | $72,541 | $75,962-4.5% | $154,111-52.9% | $64,173+13.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -9.32% | 30.32%-39.6pp | 735.18%-744.5pp | 7.63%-17.0pp |
| Employer contribution / active EE | $1,212 | $3,350-63.8% | $5,298-77.1% | $2,381-49.1% |
| Participant deferral / active EE | $4,133 | $3,175+30.2% | $5,081-18.6% | $3,470+19.1% |
| Admin fee / account holder | $0 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |