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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 | $23,677 | $75,935-68.8% | $60,547-60.9% | $125,389-81.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -15.21% | -5.38%-9.8pp | 335.64%-350.9pp | 282.24%-297.4pp |
| Employer contribution / active EE | $9,984 | $3,438+190.4% | $2,419+312.7% | $4,866+105.2% |
| Participant deferral / active EE | $4,856 | $4,506+7.8% | $3,328+45.9% | $5,352-9.3% |
| Admin fee / account holder | $136 | $6,768-98.0% | $4,536-97.0% | $9,541-98.6% |