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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 | $21,533 | $95,979-77.6% | $74,551-71.1% | $135,380-84.1% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -13.57% | 56.97%-70.5pp | 32.53%-46.1pp | 519.81%-533.4pp |
| Employer contribution / active EE | $1,805 | $2,716-33.6% | $1,961-8.0% | $4,779-62.2% |
| Participant deferral / active EE | $5,897 | $3,844+53.4% | $3,108+89.7% | $5,609+5.1% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |