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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 | $32,319 | $138,078-76.6% | $125,363-74.2% | $134,509-76.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.21% | 750.49%-772.7pp | 572.15%-594.4pp | 418.13%-440.3pp |
| Employer contribution / active EE | $2,297 | $5,245-56.2% | $4,815-52.3% | $4,741-51.5% |
| Participant deferral / active EE | $5,611 | $7,800-28.1% | $7,447-24.7% | $6,400-12.3% |
| Admin fee / account holder | $72 | $11,566-99.4% | $10,005-99.3% | $11,427-99.4% |