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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 | $7,595 | $67,396-88.7% | $60,919-87.5% | $134,545-94.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -68.20% | 50.12%-118.3pp | 16.96%-85.2pp | 418.37%-486.6pp |
| Employer contribution / active EE | $3,412 | $3,101+10.0% | $2,704+26.2% | $4,742-28.0% |
| Participant deferral / active EE | $3,995 | $4,534-11.9% | $3,814+4.7% | $6,401-37.6% |
| Admin fee / account holder | $16 | $4,590-99.7% | $3,228-99.5% | $11,431-99.9% |