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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 | $26,734 | $138,076-80.6% | $123,553-78.4% | $135,380-80.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -20.35% | 153.70%-174.1pp | 119.21%-139.6pp | 519.81%-540.2pp |
| Employer contribution / active EE | $14,226 | $5,152+176.1% | $4,628+207.4% | $4,779+197.7% |
| Participant deferral / active EE | $5,000 | $6,800-26.5% | $6,426-22.2% | $5,609-10.9% |
| Admin fee / account holder | $151 | $10,917-98.6% | $9,284-98.4% | $10,828-98.6% |