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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 | $26,187 | $138,102-81.0% | $125,381-79.1% | $134,532-80.5% |
| Participation rate | 84.2% | 84.5%-0.3pp | 82.4%+1.8pp | 81.2%+3.0pp |
| Annual return | -23.08% | 750.73%-773.8pp | 572.31%-595.4pp | 418.27%-441.3pp |
| Employer contribution / active EE | $1,183 | $5,245-77.5% | $4,815-75.4% | $4,741-75.1% |
| Participant deferral / active EE | $3,089 | $7,801-60.4% | $7,448-58.5% | $6,401-51.7% |
| Admin fee / account holder | $17 | $11,568-99.9% | $10,007-99.8% | $11,429-99.9% |