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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 | $43,129 | $190,916-77.4% | $160,037-73.1% | $134,545-67.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -29.51% | 552.79%-582.3pp | 408.95%-438.5pp | 418.37%-447.9pp |
| Employer contribution / active EE | $4,117 | $4,996-17.6% | $4,226-2.6% | $4,742-13.2% |
| Participant deferral / active EE | $9,157 | $6,925+32.2% | $6,184+48.1% | $6,401+43.0% |
| Admin fee / account holder | $249 | $10,497-97.6% | $8,716-97.1% | $11,431-97.8% |