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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 | $38,426 | $100,792-61.9% | $86,691-55.7% | $134,509-71.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -22.73% | 29.08%-51.8pp | 35.94%-58.7pp | 418.13%-440.9pp |
| Employer contribution / active EE | $5,899 | $3,491+69.0% | $2,837+108.0% | $4,741+24.4% |
| Participant deferral / active EE | $16,019 | $5,339+200.0% | $4,656+244.1% | $6,400+150.3% |
| Admin fee / account holder | $45 | $10,924-99.6% | $7,492-99.4% | $11,427-99.6% |