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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 | $24,028 | $138,076-82.6% | $123,553-80.6% | $135,380-82.3% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -10.44% | 153.70%-164.1pp | 119.21%-129.6pp | 519.81%-530.2pp |
| Employer contribution / active EE | $5,527 | $5,152+7.3% | $4,628+19.4% | $4,779+15.7% |
| Participant deferral / active EE | $7,731 | $6,800+13.7% | $6,426+20.3% | $5,609+37.8% |
| Admin fee / account holder | $97 | $10,917-99.1% | $9,284-99.0% | $10,828-99.1% |