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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 | $28,179 | $138,102-79.6% | $125,381-77.5% | $134,532-79.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.18% | 750.73%-771.9pp | 572.31%-593.5pp | 418.27%-439.4pp |
| Employer contribution / active EE | $2,172 | $5,245-58.6% | $4,815-54.9% | $4,741-54.2% |
| Participant deferral / active EE | $4,073 | $7,801-47.8% | $7,448-45.3% | $6,401-36.4% |
| Admin fee / account holder | $76 | $11,568-99.3% | $10,007-99.2% | $11,429-99.3% |