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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 | $42,186 | $190,916-77.9% | $160,037-73.6% | $134,545-68.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -23.38% | 552.79%-576.2pp | 408.95%-432.3pp | 418.37%-441.8pp |
| Employer contribution / active EE | $1,987 | $4,996-60.2% | $4,226-53.0% | $4,742-58.1% |
| Participant deferral / active EE | $4,179 | $6,925-39.7% | $6,184-32.4% | $6,401-34.7% |
| Admin fee / account holder | $20 | $10,497-99.8% | $8,716-99.8% | $11,431-99.8% |