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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 | $40,181 | $112,112-64.2% | $95,956-58.1% | $158,950-74.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -1.16% | 171.15%-172.3pp | 91.63%-92.8pp | 302.91%-304.1pp |
| Employer contribution / active EE | $2,959 | $3,199-7.5% | $2,541+16.5% | $4,762-37.9% |
| Participant deferral / active EE | $2,821 | $4,784-41.0% | $4,167-32.3% | $5,983-52.9% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,797-100.0% | $11,248-100.0% |