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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 | $26,417 | $106,549-75.2% | $91,225-71.0% | $134,509-80.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -24.14% | 160.73%-184.9pp | 114.10%-138.2pp | 418.13%-442.3pp |
| Employer contribution / active EE | $1,927 | $3,331-42.2% | $2,851-32.4% | $4,741-59.4% |
| Participant deferral / active EE | $8,660 | $4,719+83.5% | $4,234+104.5% | $6,400+35.3% |
| Admin fee / account holder | $18 | $6,234-99.7% | $5,422-99.7% | $11,427-99.8% |