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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 | $33,946 | $183,978-81.5% | $162,171-79.1% | $152,885-77.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | -15.10% | 150.78%-165.9pp | 115.60%-130.7pp | 345.39%-360.5pp |
| Employer contribution / active EE | $3,104 | $6,370-51.3% | $5,613-44.7% | $4,763-34.8% |
| Participant deferral / active EE | $6,933 | $8,033-13.7% | $7,297-5.0% | $5,851+18.5% |
| Admin fee / account holder | $94 | $13,122-99.3% | $10,843-99.1% | $11,598-99.2% |