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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 | $28,470 | $138,075-79.4% | $123,552-77.0% | $135,379-79.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -22.39% | 153.70%-176.1pp | 119.20%-141.6pp | 519.79%-542.2pp |
| Employer contribution / active EE | $3,794 | $5,152-26.4% | $4,628-18.0% | $4,779-20.6% |
| Participant deferral / active EE | $15,750 | $6,800+131.6% | $6,426+145.1% | $5,609+180.8% |
| Admin fee / account holder | $15 | $10,917-99.9% | $9,285-99.8% | $10,828-99.9% |