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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 | $12,329 | $134,001-90.8% | $112,258-89.0% | $134,509-90.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -33.87% | 47.15%-81.0pp | 27.47%-61.3pp | 418.13%-452.0pp |
| Employer contribution / active EE | $4,823 | $4,039+19.4% | $3,636+32.7% | $4,741+1.7% |
| Participant deferral / active EE | $8,616 | $5,291+62.8% | $4,728+82.2% | $6,400+34.6% |
| Admin fee / account holder | $141 | $7,491-98.1% | $6,411-97.8% | $11,427-98.8% |