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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 | $22,448 | $190,879-88.2% | $160,009-86.0% | $134,532-83.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -25.33% | 552.63%-578.0pp | 408.85%-434.2pp | 418.27%-443.6pp |
| Employer contribution / active EE | $4,061 | $4,995-18.7% | $4,225-3.9% | $4,741-14.4% |
| Participant deferral / active EE | $11,460 | $6,924+65.5% | $6,183+85.3% | $6,401+79.0% |
| Admin fee / account holder | $24 | $10,495-99.8% | $8,715-99.7% | $11,429-99.8% |