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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 | $7,892 | $93,117-91.5% | $77,096-89.8% | $134,532-94.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -21.51% | 62.67%-84.2pp | 42.35%-63.9pp | 418.27%-439.8pp |
| Employer contribution / active EE | $1,920 | $3,420-43.9% | $2,814-31.8% | $4,741-59.5% |
| Participant deferral / active EE | $2,400 | $5,241-54.2% | $4,429-45.8% | $6,401-62.5% |
| Admin fee / account holder | $58 | $6,948-99.2% | $5,428-98.9% | $11,429-99.5% |