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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 | $24,319 | $190,879-87.3% | $160,009-84.8% | $134,532-81.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -24.16% | 552.63%-576.8pp | 408.85%-433.0pp | 418.27%-442.4pp |
| Employer contribution / active EE | $2,796 | $4,995-44.0% | $4,225-33.8% | $4,741-41.0% |
| Participant deferral / active EE | $10,800 | $6,924+56.0% | $6,183+74.7% | $6,401+68.7% |
| Admin fee / account holder | $192 | $10,495-98.2% | $8,715-97.8% | $11,429-98.3% |