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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 | $7,111 | $93,124-92.4% | $77,100-90.8% | $134,545-94.7% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -23.27% | 62.68%-85.9pp | 42.35%-65.6pp | 418.37%-441.6pp |
| Employer contribution / active EE | $1,705 | $3,421-50.2% | $2,815-39.4% | $4,742-64.0% |
| Participant deferral / active EE | $2,610 | $5,242-50.2% | $4,430-41.1% | $6,401-59.2% |
| Admin fee / account holder | $19 | $6,970-99.7% | $5,443-99.7% | $11,431-99.8% |