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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 | $16,016 | $105,145-84.8% | $94,664-83.1% | $139,466-88.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | -2.02% | 38.09%-40.1pp | 156.84%-158.9pp | 373.66%-375.7pp |
| Employer contribution / active EE | $1,899 | $4,107-53.8% | $3,673-48.3% | $4,754-60.1% |
| Participant deferral / active EE | $2,369 | $7,599-68.8% | $7,417-68.1% | $6,712-64.7% |
| Admin fee / account holder | $22 | $8,972-99.7% | $7,222-99.7% | $11,409-99.8% |