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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 | $23,816 | $138,076-82.8% | $123,553-80.7% | $135,380-82.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.86% | 153.70%-166.6pp | 119.21%-132.1pp | 519.81%-532.7pp |
| Employer contribution / active EE | $2,380 | $5,152-53.8% | $4,628-48.6% | $4,779-50.2% |
| Participant deferral / active EE | $7,872 | $6,800+15.8% | $6,426+22.5% | $5,609+40.3% |
| Admin fee / account holder | $277 | $10,917-97.5% | $9,284-97.0% | $10,828-97.4% |