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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 | $22,235 | $100,805-77.9% | $86,698-74.4% | $134,532-83.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -22.02% | 29.09%-51.1pp | 35.95%-58.0pp | 418.27%-440.3pp |
| Employer contribution / active EE | $3,001 | $3,490-14.0% | $2,837+5.8% | $4,741-36.7% |
| Participant deferral / active EE | $11,817 | $5,339+121.3% | $4,656+153.8% | $6,401+84.6% |
| Admin fee / account holder | $148 | $10,925-98.6% | $7,493-98.0% | $11,429-98.7% |