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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 | $65,481 | $100,805-35.0% | $86,698-24.5% | $134,532-51.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -23.67% | 29.09%-52.8pp | 35.95%-59.6pp | 418.27%-441.9pp |
| Employer contribution / active EE | $2,330 | $3,490-33.2% | $2,837-17.9% | $4,741-50.9% |
| Participant deferral / active EE | $7,113 | $5,339+33.2% | $4,656+52.8% | $6,401+11.1% |
| Admin fee / account holder | $20 | $10,925-99.8% | $7,493-99.7% | $11,429-99.8% |