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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 | $22,016 | $109,372-79.9% | $89,414-75.4% | $158,966-86.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | -6.48% | 345.55%-352.0pp | 245.50%-252.0pp | 302.95%-309.4pp |
| Employer contribution / active EE | $728 | $3,171-77.0% | $2,586-71.9% | $4,762-84.7% |
| Participant deferral / active EE | $4,854 | $4,598+5.6% | $3,890+24.8% | $5,983-18.9% |
| Admin fee / account holder | $152 | $6,156-97.5% | $4,883-96.9% | $11,250-98.6% |