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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 | $22,295 | $82,674-73.0% | $125,381-82.2% | $68,486-67.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -25.47% | -5.97%-19.5pp | 572.31%-597.8pp | -7.85%-17.6pp |
| Employer contribution / active EE | $9,652 | $3,382+185.4% | $4,815+100.4% | $2,597+271.7% |
| Participant deferral / active EE | $8,059 | $6,111+31.9% | $7,448+8.2% | $4,028+100.1% |
| Admin fee / account holder | $276 | $6,277-95.6% | $10,007-97.2% | $5,404-94.9% |