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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 | $20,508 | $75,935-73.0% | $60,547-66.1% | $125,388-83.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -11.94% | -5.38%-6.6pp | 335.64%-347.6pp | 282.24%-294.2pp |
| Employer contribution / active EE | $1,611 | $3,438-53.1% | $2,419-33.4% | $4,866-66.9% |
| Participant deferral / active EE | $11,556 | $4,506+156.4% | $3,328+247.3% | $5,352+115.9% |
| Admin fee / account holder | $216 | $6,768-96.8% | $4,536-95.2% | $9,541-97.7% |