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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 | $25,264 | $73,518-65.6% | $63,005-59.9% | $147,585-82.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | -4.85% | 175.46%-180.3pp | 87.59%-92.4pp | 578.58%-583.4pp |
| Employer contribution / active EE | $2,232 | $3,322-32.8% | $2,760-19.2% | $4,876-54.2% |
| Participant deferral / active EE | $1,211 | $4,183-71.1% | $3,329-63.6% | $5,439-77.7% |
| Admin fee / account holder | $268 | $5,952-95.5% | $3,599-92.6% | $10,886-97.5% |