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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 | $21,848 | $190,879-88.6% | $160,009-86.3% | $134,532-83.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -27.07% | 552.63%-579.7pp | 408.85%-435.9pp | 418.27%-445.3pp |
| Employer contribution / active EE | $1,618 | $4,995-67.6% | $4,225-61.7% | $4,741-65.9% |
| Participant deferral / active EE | $12,621 | $6,924+82.3% | $6,183+104.1% | $6,401+97.2% |
| Admin fee / account holder | $27 | $10,495-99.7% | $8,715-99.7% | $11,429-99.8% |