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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 | $17,127 | $108,922-84.3% | $100,398-82.9% | $145,978-88.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | -23.41% | 58.04%-81.4pp | 49.32%-72.7pp | 550.52%-573.9pp |
| Employer contribution / active EE | $2,243 | $4,426-49.3% | $3,946-43.2% | $4,662-51.9% |
| Participant deferral / active EE | $2,948 | $8,450-65.1% | $8,084-63.5% | $6,690-55.9% |
| Admin fee / account holder | $22 | $9,680-99.8% | $7,893-99.7% | $13,400-99.8% |