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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 | $21,133 | $106,549-80.2% | $91,225-76.8% | $134,509-84.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -25.44% | 160.73%-186.2pp | 114.10%-139.5pp | 418.13%-443.6pp |
| Employer contribution / active EE | $3,673 | $3,331+10.3% | $2,851+28.8% | $4,741-22.5% |
| Participant deferral / active EE | $7,371 | $4,719+56.2% | $4,234+74.1% | $6,400+15.2% |
| Admin fee / account holder | $94 | $6,234-98.5% | $5,422-98.3% | $11,427-99.2% |