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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 | $41,598 | $75,962-45.2% | $154,111-73.0% | $64,173-35.2% |
| Participation rate | 90.6% | 70.4%+20.2pp | 83.0%+7.6pp | 69.6%+21.1pp |
| Annual return | -9.39% | 30.32%-39.7pp | 735.18%-744.6pp | 7.63%-17.0pp |
| Employer contribution / active EE | $4,889 | $3,350+46.0% | $5,298-7.7% | $2,381+105.4% |
| Participant deferral / active EE | $4,000 | $3,175+26.0% | $5,081-21.3% | $3,470+15.3% |
| Admin fee / account holder | $115 | $5,589-97.9% | $13,411-99.1% | $4,887-97.6% |