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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 | $17,589 | $106,551-83.5% | $91,225-80.7% | $134,532-86.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -21.13% | 160.78%-181.9pp | 114.12%-135.2pp | 418.27%-439.4pp |
| Employer contribution / active EE | $2,767 | $3,331-16.9% | $2,851-2.9% | $4,741-41.6% |
| Participant deferral / active EE | $8,166 | $4,718+73.1% | $4,233+92.9% | $6,401+27.6% |
| Admin fee / account holder | $20 | $6,234-99.7% | $5,422-99.6% | $11,429-99.8% |