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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 | $24,247 | $147,727-83.6% | $115,756-79.1% | $134,532-82.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -23.56% | 73.96%-97.5pp | 143.14%-166.7pp | 418.27%-441.8pp |
| Employer contribution / active EE | $2,736 | $4,713-42.0% | $3,793-27.9% | $4,741-42.3% |
| Participant deferral / active EE | $10,938 | $7,563+44.6% | $6,254+74.9% | $6,401+70.9% |
| Admin fee / account holder | $0 | $14,571-100.0% | $8,124-100.0% | $11,429-100.0% |