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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 | $14,611 | $133,981-89.1% | $112,249-87.0% | $134,532-89.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -52.53% | 47.16%-99.7pp | 27.48%-80.0pp | 418.27%-470.8pp |
| Employer contribution / active EE | $10,000 | $4,040+147.5% | $3,636+175.0% | $4,741+110.9% |
| Participant deferral / active EE | $4,230 | $5,292-20.1% | $4,729-10.6% | $6,401-33.9% |
| Admin fee / account holder | $300 | $7,492-96.0% | $6,412-95.3% | $11,429-97.4% |