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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 | $15,291 | $138,078-88.9% | $125,363-87.8% | $134,509-88.6% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -23.92% | 750.49%-774.4pp | 572.15%-596.1pp | 418.13%-442.1pp |
| Employer contribution / active EE | $1,254 | $5,245-76.1% | $4,815-74.0% | $4,741-73.5% |
| Participant deferral / active EE | $5,222 | $7,800-33.1% | $7,447-29.9% | $6,400-18.4% |
| Admin fee / account holder | $27 | $11,566-99.8% | $10,005-99.7% | $11,427-99.8% |