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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 | $28,288 | $190,862-85.2% | $159,991-82.3% | $134,509-79.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.04% | 552.59%-573.6pp | 408.82%-429.9pp | 418.13%-439.2pp |
| Employer contribution / active EE | $1,590 | $4,995-68.2% | $4,225-62.4% | $4,741-66.5% |
| Participant deferral / active EE | $10,398 | $6,924+50.2% | $6,183+68.2% | $6,400+62.5% |
| Admin fee / account holder | $1 | $10,495-100.0% | $8,715-100.0% | $11,427-100.0% |