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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 | $18,478 | $138,078-86.6% | $125,363-85.3% | $134,509-86.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.22% | 750.49%-772.7pp | 572.15%-594.4pp | 418.13%-440.4pp |
| Employer contribution / active EE | $2,059 | $5,245-60.7% | $4,815-57.2% | $4,741-56.6% |
| Participant deferral / active EE | $3,382 | $7,800-56.6% | $7,447-54.6% | $6,400-47.2% |
| Admin fee / account holder | $183 | $11,566-98.4% | $10,005-98.2% | $11,427-98.4% |