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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 | $24,213 | $82,674-70.7% | $125,381-80.7% | $68,486-64.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.53% | -5.97%-13.6pp | 572.31%-591.8pp | -7.85%-11.7pp |
| Employer contribution / active EE | $6,721 | $3,382+98.7% | $4,815+39.6% | $2,597+158.8% |
| Participant deferral / active EE | $7,577 | $6,111+24.0% | $7,448+1.7% | $4,028+88.1% |
| Admin fee / account holder | $157 | $6,277-97.5% | $10,007-98.4% | $5,404-97.1% |