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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 | $18,774 | $92,743-79.8% | $82,744-77.3% | $134,532-86.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.03% | 946.63%-967.7pp | 702.22%-723.2pp | 418.27%-439.3pp |
| Employer contribution / active EE | $1,353 | $3,273-58.7% | $3,008-55.0% | $4,741-71.5% |
| Participant deferral / active EE | $2,104 | $4,802-56.2% | $4,395-52.1% | $6,401-67.1% |
| Admin fee / account holder | $88 | $5,977-98.5% | $5,325-98.4% | $11,429-99.2% |