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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 | $35,018 | $107,363-67.4% | $92,909-62.3% | $152,897-77.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | -5.07% | 145.63%-150.7pp | 109.44%-114.5pp | 345.43%-350.5pp |
| Employer contribution / active EE | $1,381 | $4,222-67.3% | $3,653-62.2% | $4,764-71.0% |
| Participant deferral / active EE | $6,000 | $4,848+23.8% | $4,238+41.6% | $5,851+2.5% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |