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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 | $22,247 | $133,983-83.4% | $112,244-80.2% | $134,493-83.5% |
| Participation rate | 92.3% | 78.6%+13.8pp | 75.1%+17.2pp | 81.2%+11.1pp |
| Annual return | -21.29% | 47.13%-68.4pp | 27.46%-48.8pp | 418.01%-439.3pp |
| Employer contribution / active EE | $1,843 | $4,039-54.4% | $3,635-49.3% | $4,740-61.1% |
| Participant deferral / active EE | $2,728 | $5,291-48.4% | $4,728-42.3% | $6,400-57.4% |
| Admin fee / account holder | $11 | $7,490-99.9% | $6,411-99.8% | $11,425-99.9% |