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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 | $13,617 | $133,981-89.8% | $112,249-87.9% | $134,532-89.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -28.08% | 47.16%-75.2pp | 27.48%-55.6pp | 418.27%-446.3pp |
| Employer contribution / active EE | $5,524 | $4,040+36.7% | $3,636+51.9% | $4,741+16.5% |
| Participant deferral / active EE | $3,657 | $5,292-30.9% | $4,729-22.7% | $6,401-42.9% |
| Admin fee / account holder | $45 | $7,492-99.4% | $6,412-99.3% | $11,429-99.6% |