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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 | $35,898 | $93,124-61.5% | $77,100-53.4% | $134,545-73.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -23.42% | 62.68%-86.1pp | 42.35%-65.8pp | 418.37%-441.8pp |
| Employer contribution / active EE | $5,666 | $3,421+65.6% | $2,815+101.3% | $4,742+19.5% |
| Participant deferral / active EE | $10,667 | $5,242+103.5% | $4,430+140.8% | $6,401+66.6% |
| Admin fee / account holder | $22 | $6,970-99.7% | $5,443-99.6% | $11,431-99.8% |