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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 | $9,196 | $93,124-90.1% | $77,100-88.1% | $134,545-93.2% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -28.20% | 62.68%-90.9pp | 42.35%-70.6pp | 418.37%-446.6pp |
| Employer contribution / active EE | $1,380 | $3,421-59.7% | $2,815-51.0% | $4,742-70.9% |
| Participant deferral / active EE | $5,185 | $5,242-1.1% | $4,430+17.1% | $6,401-19.0% |
| Admin fee / account holder | $122 | $6,970-98.2% | $5,443-97.8% | $11,431-98.9% |