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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 | $26,307 | $112,915-76.7% | $90,965-71.1% | $158,950-83.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | -14.16% | 215.75%-229.9pp | 134.57%-148.7pp | 302.91%-317.1pp |
| Employer contribution / active EE | $5,382 | $2,894+86.0% | $2,122+153.6% | $4,762+13.0% |
| Participant deferral / active EE | $9,490 | $4,128+129.9% | $3,373+181.3% | $5,983+58.6% |
| Admin fee / account holder | $20 | $8,044-99.8% | $5,960-99.7% | $11,248-99.8% |