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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 | $41,385 | $106,557-61.2% | $91,227-54.6% | $134,545-69.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -25.83% | 160.81%-186.6pp | 114.14%-140.0pp | 418.37%-444.2pp |
| Employer contribution / active EE | $2,268 | $3,332-31.9% | $2,851-20.5% | $4,742-52.2% |
| Participant deferral / active EE | $3,200 | $4,719-32.2% | $4,234-24.4% | $6,401-50.0% |
| Admin fee / account holder | $244 | $6,235-96.1% | $5,423-95.5% | $11,431-97.9% |