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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 | $19,557 | $183,592-89.3% | $155,574-87.4% | $145,877-86.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -64.44% | 61.37%-125.8pp | 64.87%-129.3pp | 551.28%-615.7pp |
| Employer contribution / active EE | $3,628 | $5,317-31.8% | $4,676-22.4% | $4,663-22.2% |
| Participant deferral / active EE | $9,028 | $6,466+39.6% | $5,629+60.4% | $6,691+34.9% |
| Admin fee / account holder | $10 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |