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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 | $133,981-76.8% | $112,249-72.3% | $134,532-76.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -43.74% | 47.16%-90.9pp | 27.48%-71.2pp | 418.27%-462.0pp |
| Employer contribution / active EE | $16,028 | $4,040+296.7% | $3,636+340.8% | $4,741+238.1% |
| Participant deferral / active EE | $13,977 | $5,292+164.1% | $4,729+195.6% | $6,401+118.4% |
| Admin fee / account holder | $40 | $7,492-99.5% | $6,412-99.4% | $11,429-99.7% |