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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 | $35,056 | $100,792-65.2% | $86,691-59.6% | $134,509-73.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -38.98% | 29.08%-68.1pp | 35.94%-74.9pp | 418.13%-457.1pp |
| Employer contribution / active EE | $5,256 | $3,491+50.6% | $2,837+85.3% | $4,741+10.9% |
| Participant deferral / active EE | $20,500 | $5,339+284.0% | $4,656+340.3% | $6,400+220.3% |
| Admin fee / account holder | $20 | $10,924-99.8% | $7,492-99.7% | $11,427-99.8% |