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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 | $23,883 | $138,076-82.7% | $123,553-80.7% | $135,380-82.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.82% | 153.70%-163.5pp | 119.21%-129.0pp | 519.81%-529.6pp |
| Employer contribution / active EE | $2,933 | $5,152-43.1% | $4,628-36.6% | $4,779-38.6% |
| Participant deferral / active EE | $5,594 | $6,800-17.7% | $6,426-12.9% | $5,609-0.3% |
| Admin fee / account holder | $11 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |