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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 | $13,037 | $93,098-86.0% | $77,081-83.1% | $134,509-90.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -21.74% | 62.63%-84.4pp | 42.33%-64.1pp | 418.13%-439.9pp |
| Employer contribution / active EE | $1,488 | $3,419-56.5% | $2,813-47.1% | $4,741-68.6% |
| Participant deferral / active EE | $2,226 | $5,239-57.5% | $4,428-49.7% | $6,400-65.2% |
| Admin fee / account holder | $63 | $6,945-99.1% | $5,427-98.8% | $11,427-99.4% |