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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 | $13,038 | $93,117-86.0% | $77,096-83.1% | $134,532-90.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -34.62% | 62.67%-97.3pp | 42.35%-77.0pp | 418.27%-452.9pp |
| Employer contribution / active EE | $2,215 | $3,420-35.2% | $2,814-21.3% | $4,741-53.3% |
| Participant deferral / active EE | $6,898 | $5,241+31.6% | $4,429+55.7% | $6,401+7.8% |
| Admin fee / account holder | $112 | $6,948-98.4% | $5,428-97.9% | $11,429-99.0% |