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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 | $23,152 | $77,419-70.1% | $69,461-66.7% | $152,885-84.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | -17.19% | 39.07%-56.3pp | 28.97%-46.2pp | 345.39%-362.6pp |
| Employer contribution / active EE | $2,804 | $3,315-15.4% | $2,779+0.9% | $4,763-41.1% |
| Participant deferral / active EE | $6,035 | $4,414+36.7% | $3,536+70.7% | $5,851+3.1% |
| Admin fee / account holder | $263 | $6,207-95.8% | $3,840-93.2% | $11,598-97.7% |