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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 | $21,903 | $138,076-84.1% | $123,553-82.3% | $135,380-83.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -21.01% | 153.70%-174.7pp | 119.21%-140.2pp | 519.81%-540.8pp |
| Employer contribution / active EE | $9,325 | $5,152+81.0% | $4,628+101.5% | $4,779+95.1% |
| Participant deferral / active EE | $9,496 | $6,800+39.7% | $6,426+47.8% | $5,609+69.3% |
| Admin fee / account holder | $125 | $10,917-98.9% | $9,284-98.7% | $10,828-98.8% |