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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 | $7,569 | $93,117-91.9% | $77,096-90.2% | $134,532-94.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -29.89% | 62.67%-92.6pp | 42.35%-72.2pp | 418.27%-448.2pp |
| Employer contribution / active EE | $2,368 | $3,420-30.8% | $2,814-15.9% | $4,741-50.1% |
| Participant deferral / active EE | $3,946 | $5,241-24.7% | $4,429-10.9% | $6,401-38.4% |
| Admin fee / account holder | $8 | $6,948-99.9% | $5,428-99.9% | $11,429-99.9% |