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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 | $21,267 | $129,959-83.6% | $104,301-79.6% | $134,532-84.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -21.43% | 42.04%-63.5pp | 24.61%-46.0pp | 418.27%-439.7pp |
| Employer contribution / active EE | $2,495 | $4,185-40.4% | $3,373-26.0% | $4,741-47.4% |
| Participant deferral / active EE | $9,810 | $5,589+75.5% | $4,626+112.1% | $6,401+53.3% |
| Admin fee / account holder | $163 | $9,325-98.2% | $7,340-97.8% | $11,429-98.6% |