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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 | $27,751 | $85,766-67.6% | $136,298-79.6% | $70,126-60.4% |
| Participation rate | 91.2% | 74.2%+17.0pp | 81.9%+9.3pp | 69.5%+21.6pp |
| Annual return | -20.34% | 31.46%-51.8pp | 5156.27%-5176.6pp | 73.15%-93.5pp |
| Employer contribution / active EE | $4,272 | $2,966+44.0% | $4,696-9.0% | $2,343+82.4% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $60 | $5,421-98.9% | $9,244-99.4% | $4,645-98.7% |