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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 | $15,775 | $134,001-88.2% | $112,258-85.9% | $134,509-88.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -28.93% | 47.15%-76.1pp | 27.47%-56.4pp | 418.13%-447.1pp |
| Employer contribution / active EE | $3,167 | $4,039-21.6% | $3,636-12.9% | $4,741-33.2% |
| Participant deferral / active EE | $6,231 | $5,291+17.8% | $4,728+31.8% | $6,400-2.7% |
| Admin fee / account holder | $201 | $7,491-97.3% | $6,411-96.9% | $11,427-98.2% |