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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 | $16,928 | $129,959-87.0% | $104,301-83.8% | $134,509-87.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -22.41% | 42.04%-64.5pp | 24.61%-47.0pp | 418.13%-440.5pp |
| Employer contribution / active EE | $2,285 | $4,185-45.4% | $3,373-32.3% | $4,741-51.8% |
| Participant deferral / active EE | $4,556 | $5,589-18.5% | $4,626-1.5% | $6,400-28.8% |
| Admin fee / account holder | $100 | $9,325-98.9% | $7,340-98.6% | $11,427-99.1% |