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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 | $27,087 | $190,916-85.8% | $160,037-83.1% | $134,545-79.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -26.71% | 552.79%-579.5pp | 408.95%-435.7pp | 418.37%-445.1pp |
| Employer contribution / active EE | $2,940 | $4,996-41.1% | $4,226-30.4% | $4,742-38.0% |
| Participant deferral / active EE | $5,375 | $6,925-22.4% | $6,184-13.1% | $6,401-16.0% |
| Admin fee / account holder | $17 | $10,497-99.8% | $8,716-99.8% | $11,431-99.9% |