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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 | $16,358 | $88,603-81.5% | $69,890-76.6% | $134,545-87.8% |
| Participation rate | 83.3% | 74.9%+8.4pp | 70.5%+12.8pp | 81.2%+2.1pp |
| Annual return | -22.79% | 442.93%-465.7pp | 190.84%-213.6pp | 418.37%-441.2pp |
| Employer contribution / active EE | $2,263 | $3,236-30.1% | $2,560-11.6% | $4,742-52.3% |
| Participant deferral / active EE | $3,797 | $4,771-20.4% | $3,848-1.3% | $6,401-40.7% |
| Admin fee / account holder | $17 | $10,443-99.8% | $6,267-99.7% | $11,431-99.9% |