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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 | $18,412 | $106,551-82.7% | $91,225-79.8% | $134,532-86.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -23.97% | 160.78%-184.7pp | 114.12%-138.1pp | 418.27%-442.2pp |
| Employer contribution / active EE | $6,695 | $3,331+101.0% | $2,851+134.8% | $4,741+41.2% |
| Participant deferral / active EE | $6,695 | $4,718+41.9% | $4,233+58.1% | $6,401+4.6% |
| Admin fee / account holder | $118 | $6,234-98.1% | $5,422-97.8% | $11,429-99.0% |