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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 | $9,255 | $93,124-90.1% | $77,100-88.0% | $134,545-93.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -26.35% | 62.68%-89.0pp | 42.35%-68.7pp | 418.37%-444.7pp |
| Employer contribution / active EE | $3,031 | $3,421-11.4% | $2,815+7.7% | $4,742-36.1% |
| Participant deferral / active EE | $7,613 | $5,242+45.2% | $4,430+71.9% | $6,401+18.9% |
| Admin fee / account holder | $67 | $6,970-99.0% | $5,443-98.8% | $11,431-99.4% |