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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 | $93,023-90.1% | $77,027-88.1% | $134,493-93.2% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -28.20% | 62.61%-90.8pp | 42.32%-70.5pp | 418.01%-446.2pp |
| Employer contribution / active EE | $1,380 | $3,418-59.6% | $2,813-50.9% | $4,740-70.9% |
| Participant deferral / active EE | $5,185 | $5,238-1.0% | $4,427+17.1% | $6,400-19.0% |
| Admin fee / account holder | $122 | $6,944-98.2% | $5,425-97.7% | $11,425-98.9% |