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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 | $93,023-61.4% | $77,027-53.4% | $134,493-73.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -23.42% | 62.61%-86.0pp | 42.32%-65.7pp | 418.01%-441.4pp |
| Employer contribution / active EE | $5,666 | $3,418+65.7% | $2,813+101.4% | $4,740+19.5% |
| Participant deferral / active EE | $10,667 | $5,238+103.6% | $4,427+141.0% | $6,400+66.7% |
| Admin fee / account holder | $22 | $6,944-99.7% | $5,425-99.6% | $11,425-99.8% |