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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 | $31,041 | $134,001-76.8% | $112,258-72.3% | $134,509-76.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -43.74% | 47.15%-90.9pp | 27.47%-71.2pp | 418.13%-461.9pp |
| Employer contribution / active EE | $16,028 | $4,039+296.8% | $3,636+340.9% | $4,741+238.1% |
| Participant deferral / active EE | $13,977 | $5,291+164.2% | $4,728+195.6% | $6,400+118.4% |
| Admin fee / account holder | $40 | $7,491-99.5% | $6,411-99.4% | $11,427-99.7% |