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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 | $22,487 | $95,975-76.6% | $74,549-69.8% | $135,379-83.4% |
| Participation rate | 94.7% | 75.7%+19.1pp | 69.1%+25.6pp | 82.6%+12.1pp |
| Annual return | -12.17% | 56.96%-69.1pp | 32.53%-44.7pp | 519.79%-532.0pp |
| Employer contribution / active EE | $6,700 | $2,716+146.7% | $1,961+241.6% | $4,779+40.2% |
| Participant deferral / active EE | $3,909 | $3,844+1.7% | $3,108+25.8% | $5,609-30.3% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |