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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 | $8,186 | $93,117-91.2% | $77,096-89.4% | $134,532-93.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -23.93% | 62.67%-86.6pp | 42.35%-66.3pp | 418.27%-442.2pp |
| Employer contribution / active EE | $1,958 | $3,420-42.8% | $2,814-30.4% | $4,741-58.7% |
| Participant deferral / active EE | $2,829 | $5,241-46.0% | $4,429-36.1% | $6,401-55.8% |
| Admin fee / account holder | $32 | $6,948-99.5% | $5,428-99.4% | $11,429-99.7% |