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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 | $24,338 | $165,399-85.3% | $149,745-83.7% | $158,982-84.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -10.40% | 348.34%-358.7pp | 276.72%-287.1pp | 302.99%-313.4pp |
| Employer contribution / active EE | $2,531 | $5,105-50.4% | $4,646-45.5% | $4,763-46.9% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $174 | $10,811-98.4% | $9,312-98.1% | $11,252-98.5% |