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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 | $38,405 | $78,694-51.2% | $67,652-43.2% | $125,389-69.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -3.34% | 9.46%-12.8pp | 6625.40%-6628.7pp | 282.24%-285.6pp |
| Employer contribution / active EE | $8,364 | $3,044+174.8% | $2,266+269.2% | $4,866+71.9% |
| Participant deferral / active EE | $6,056 | $4,292+41.1% | $3,560+70.1% | $5,352+13.2% |
| Admin fee / account holder | $238 | $7,403-96.8% | $4,821-95.1% | $9,541-97.5% |