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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 | $25,889 | $108,911-76.2% | $100,392-74.2% | $145,884-82.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | -3.58% | 58.23%-61.8pp | 49.45%-53.0pp | 551.85%-555.4pp |
| Employer contribution / active EE | $1,017 | $4,420-77.0% | $3,941-74.2% | $4,662-78.2% |
| Participant deferral / active EE | $12,448 | $8,459+47.2% | $8,090+53.9% | $6,690+86.1% |
| Admin fee / account holder | $205 | $9,698-97.9% | $7,904-97.4% | $13,392-98.5% |