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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 | $19,235 | $160,070-88.0% | $147,117-86.9% | $145,897-86.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -1.12% | 98.69%-99.8pp | 420.54%-421.7pp | 552.29%-553.4pp |
| Employer contribution / active EE | $2,222 | $5,285-58.0% | $4,932-55.0% | $4,663-52.4% |
| Participant deferral / active EE | $4,494 | $8,419-46.6% | $8,065-44.3% | $6,689-32.8% |
| Admin fee / account holder | $136 | $15,035-99.1% | $12,993-99.0% | $13,390-99.0% |