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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 | $18,677 | $147,727-87.4% | $115,756-83.9% | $134,509-86.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -24.79% | 73.96%-98.7pp | 143.14%-167.9pp | 418.13%-442.9pp |
| Employer contribution / active EE | $6,016 | $4,713+27.6% | $3,793+58.6% | $4,741+26.9% |
| Participant deferral / active EE | $11,241 | $7,563+48.6% | $6,254+79.7% | $6,400+75.6% |
| Admin fee / account holder | $169 | $14,571-98.8% | $8,124-97.9% | $11,427-98.5% |