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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 | $23,912 | $67,396-64.5% | $60,919-60.7% | $134,545-82.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -48.98% | 50.12%-99.1pp | 16.96%-65.9pp | 418.37%-467.3pp |
| Employer contribution / active EE | $3,683 | $3,101+18.8% | $2,704+36.2% | $4,742-22.3% |
| Participant deferral / active EE | $17,036 | $4,534+275.7% | $3,814+346.6% | $6,401+166.1% |
| Admin fee / account holder | $28 | $4,590-99.4% | $3,228-99.1% | $11,431-99.8% |