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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 | $24,742 | $138,114-82.1% | $125,391-80.3% | $134,545-81.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -26.03% | 750.88%-776.9pp | 572.41%-598.4pp | 418.37%-444.4pp |
| Employer contribution / active EE | $1,664 | $5,246-68.3% | $4,816-65.4% | $4,742-64.9% |
| Participant deferral / active EE | $4,359 | $7,801-44.1% | $7,448-41.5% | $6,401-31.9% |
| Admin fee / account holder | $20 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |