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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 | $8,256 | $93,117-91.1% | $77,096-89.3% | $134,532-93.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -23.25% | 62.67%-85.9pp | 42.35%-65.6pp | 418.27%-441.5pp |
| Employer contribution / active EE | $2,202 | $3,420-35.6% | $2,814-21.8% | $4,741-53.6% |
| Participant deferral / active EE | $4,104 | $5,241-21.7% | $4,429-7.3% | $6,401-35.9% |
| Admin fee / account holder | $276 | $6,948-96.0% | $5,428-94.9% | $11,429-97.6% |