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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 | $22,092 | $93,098-76.3% | $77,081-71.3% | $134,509-83.6% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -24.34% | 62.63%-87.0pp | 42.33%-66.7pp | 418.13%-442.5pp |
| Employer contribution / active EE | $2,334 | $3,419-31.8% | $2,813-17.1% | $4,741-50.8% |
| Participant deferral / active EE | $8,482 | $5,239+61.9% | $4,428+91.6% | $6,400+32.5% |
| Admin fee / account holder | $162 | $6,945-97.7% | $5,427-97.0% | $11,427-98.6% |