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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 | $43,115 | $152,597-71.7% | $117,533-63.3% | $134,532-68.0% |
| Participation rate | 87.5% | 77.1%+10.4pp | 70.6%+16.9pp | 81.2%+6.3pp |
| Annual return | -21.45% | 53.04%-74.5pp | 29.77%-51.2pp | 418.27%-439.7pp |
| Employer contribution / active EE | $3,110 | $5,576-44.2% | $4,179-25.6% | $4,741-34.4% |
| Participant deferral / active EE | $4,185 | $4,821-13.2% | $4,072+2.8% | $6,401-34.6% |
| Admin fee / account holder | $50 | $7,007-99.3% | $5,647-99.1% | $11,429-99.6% |