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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 | $20,077 | $100,805-80.1% | $86,698-76.8% | $134,532-85.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -29.60% | 29.09%-58.7pp | 35.95%-65.5pp | 418.27%-447.9pp |
| Employer contribution / active EE | $4,550 | $3,490+30.4% | $2,837+60.4% | $4,741-4.0% |
| Participant deferral / active EE | $9,603 | $5,339+79.9% | $4,656+106.2% | $6,401+50.0% |
| Admin fee / account holder | $5 | $10,925-100.0% | $7,493-99.9% | $11,429-100.0% |