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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 | $11,717 | $133,981-91.3% | $112,249-89.6% | $134,532-91.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.76% | 47.16%-68.9pp | 27.48%-49.2pp | 418.27%-440.0pp |
| Employer contribution / active EE | $1,442 | $4,040-64.3% | $3,636-60.3% | $4,741-69.6% |
| Participant deferral / active EE | $2,308 | $5,292-56.4% | $4,729-51.2% | $6,401-63.9% |
| Admin fee / account holder | $112 | $7,492-98.5% | $6,412-98.3% | $11,429-99.0% |