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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 | $12,266 | $67,396-81.8% | $60,919-79.9% | $134,545-90.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -32.74% | 50.12%-82.9pp | 16.96%-49.7pp | 418.37%-451.1pp |
| Employer contribution / active EE | $3,538 | $3,101+14.1% | $2,704+30.9% | $4,742-25.4% |
| Participant deferral / active EE | $11,233 | $4,534+147.7% | $3,814+194.5% | $6,401+75.5% |
| Admin fee / account holder | $0 | $4,590-100.0% | $3,228-100.0% | $11,431-100.0% |