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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 | $29,344 | $93,117-68.5% | $77,096-61.9% | $134,532-78.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -51.76% | 62.67%-114.4pp | 42.35%-94.1pp | 418.27%-470.0pp |
| Employer contribution / active EE | $13,648 | $3,420+299.0% | $2,814+384.9% | $4,741+187.9% |
| Participant deferral / active EE | $16,074 | $5,241+206.7% | $4,429+262.9% | $6,401+151.1% |
| Admin fee / account holder | $40 | $6,948-99.4% | $5,428-99.3% | $11,429-99.6% |