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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 | $42,267 | $52,519-19.5% | $155,789-72.9% | $59,633-29.1% |
| Participation rate | 90.7% | 61.7%+29.0pp | 76.1%+14.6pp | 68.7%+22.0pp |
| Annual return | -4.80% | 53.51%-58.3pp | 71.54%-76.3pp | 2041.45%-2046.2pp |
| Employer contribution / active EE | $2,818 | $1,589+77.3% | $3,839-26.6% | $2,203+27.9% |
| Participant deferral / active EE | $6,202 | $3,084+101.1% | $4,798+29.3% | $3,192+94.3% |
| Admin fee / account holder | $162 | $3,540-95.4% | $7,477-97.8% | $4,297-96.2% |