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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 | $29,960 | $100,805-70.3% | $86,698-65.4% | $134,532-77.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -22.94% | 29.09%-52.0pp | 35.95%-58.9pp | 418.27%-441.2pp |
| Employer contribution / active EE | $5,467 | $3,490+56.6% | $2,837+92.7% | $4,741+15.3% |
| Participant deferral / active EE | $7,167 | $5,339+34.2% | $4,656+53.9% | $6,401+12.0% |
| Admin fee / account holder | $281 | $10,925-97.4% | $7,493-96.2% | $11,429-97.5% |