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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 | $14,522 | $133,998-89.2% | $112,263-87.1% | $134,545-89.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -32.50% | 47.17%-79.7pp | 27.49%-60.0pp | 418.37%-450.9pp |
| Employer contribution / active EE | $1,168 | $4,040-71.1% | $3,636-67.9% | $4,742-75.4% |
| Participant deferral / active EE | $2,291 | $5,292-56.7% | $4,729-51.6% | $6,401-64.2% |
| Admin fee / account holder | $94 | $7,493-98.7% | $6,410-98.5% | $11,431-99.2% |