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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 | $22,214 | $100,792-78.0% | $86,691-74.4% | $134,509-83.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -27.53% | 29.08%-56.6pp | 35.94%-63.5pp | 418.13%-445.7pp |
| Employer contribution / active EE | $3,561 | $3,491+2.0% | $2,837+25.5% | $4,741-24.9% |
| Participant deferral / active EE | $9,326 | $5,339+74.7% | $4,656+100.3% | $6,400+45.7% |
| Admin fee / account holder | $27 | $10,924-99.8% | $7,492-99.6% | $11,427-99.8% |