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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 | $21,499 | $125,193-82.8% | $105,591-79.6% | $145,978-85.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | -7.25% | 225.53%-232.8pp | 116.43%-123.7pp | 550.52%-557.8pp |
| Employer contribution / active EE | $1,516 | $3,718-59.2% | $3,166-52.1% | $4,662-67.5% |
| Participant deferral / active EE | $11,445 | $5,708+100.5% | $5,008+128.5% | $6,690+71.1% |
| Admin fee / account holder | $0 | $17,277-100.0% | $11,024-100.0% | $13,400-100.0% |