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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 | $46,474 | $176,402-73.7% | $134,162-65.4% | $158,982-70.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | -12.05% | 63.66%-75.7pp | 36.35%-48.4pp | 302.99%-315.0pp |
| Employer contribution / active EE | $1,486 | $5,042-70.5% | $3,705-59.9% | $4,763-68.8% |
| Participant deferral / active EE | $6,268 | $4,093+53.1% | $3,500+79.1% | $5,983+4.7% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |