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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 | $16,763 | $115,814-85.5% | $101,275-83.4% | $158,982-89.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -3.46% | 56.16%-59.6pp | 46.48%-49.9pp | 302.99%-306.5pp |
| Employer contribution / active EE | $9,381 | $4,176+124.6% | $3,660+156.3% | $4,763+97.0% |
| Participant deferral / active EE | $6,051 | $4,958+22.0% | $4,371+38.4% | $5,983+1.1% |
| Admin fee / account holder | $15 | $7,249-99.8% | $5,948-99.7% | $11,252-99.9% |