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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 | $16,175 | $138,078-88.3% | $125,363-87.1% | $134,509-88.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.64% | 750.49%-775.1pp | 572.15%-596.8pp | 418.13%-442.8pp |
| Employer contribution / active EE | $10,327 | $5,245+96.9% | $4,815+114.5% | $4,741+117.8% |
| Participant deferral / active EE | $5,889 | $7,800-24.5% | $7,447-20.9% | $6,400-8.0% |
| Admin fee / account holder | $107 | $11,566-99.1% | $10,005-98.9% | $11,427-99.1% |