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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 | $20,504 | $190,879-89.3% | $160,009-87.2% | $134,532-84.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -25.17% | 552.63%-577.8pp | 408.85%-434.0pp | 418.27%-443.4pp |
| Employer contribution / active EE | $3,924 | $4,995-21.4% | $4,225-7.1% | $4,741-17.2% |
| Participant deferral / active EE | $10,220 | $6,924+47.6% | $6,183+65.3% | $6,401+59.7% |
| Admin fee / account holder | $172 | $10,495-98.4% | $8,715-98.0% | $11,429-98.5% |