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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 | $24,765 | $138,076-82.1% | $123,553-80.0% | $135,380-81.7% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -10.26% | 153.70%-164.0pp | 119.21%-129.5pp | 519.81%-530.1pp |
| Employer contribution / active EE | $2,112 | $5,152-59.0% | $4,628-54.4% | $4,779-55.8% |
| Participant deferral / active EE | $7,289 | $6,800+7.2% | $6,426+13.4% | $5,609+30.0% |
| Admin fee / account holder | $45 | $10,917-99.6% | $9,284-99.5% | $10,828-99.6% |