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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 | $19,379 | $152,597-87.3% | $117,533-83.5% | $134,532-85.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -21.34% | 53.04%-74.4pp | 29.77%-51.1pp | 418.27%-439.6pp |
| Employer contribution / active EE | $5,665 | $5,576+1.6% | $4,179+35.5% | $4,741+19.5% |
| Participant deferral / active EE | $4,884 | $4,821+1.3% | $4,072+19.9% | $6,401-23.7% |
| Admin fee / account holder | $67 | $7,007-99.0% | $5,647-98.8% | $11,429-99.4% |