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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 | $20,692 | $175,259-88.2% | $149,723-86.2% | $139,487-85.2% |
| Participation rate | 94.7% | 83.4%+11.3pp | 78.8%+16.0pp | 80.3%+14.4pp |
| Annual return | -3.50% | 166.82%-170.3pp | 134.50%-138.0pp | 373.84%-377.3pp |
| Employer contribution / active EE | $2,110 | $5,478-61.5% | $4,821-56.2% | $4,755-55.6% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $12 | $16,158-99.9% | $13,215-99.9% | $11,407-99.9% |