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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 | $29,645 | $105,158-71.8% | $94,672-68.7% | $139,487-78.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | -3.84% | 38.11%-41.9pp | 156.89%-160.7pp | 373.84%-377.7pp |
| Employer contribution / active EE | $1,873 | $4,107-54.4% | $3,673-49.0% | $4,755-60.6% |
| Participant deferral / active EE | $5,891 | $7,599-22.5% | $7,417-20.6% | $6,713-12.2% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,407-100.0% |