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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 | $30,470 | $190,879-84.0% | $160,009-81.0% | $134,532-77.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -22.46% | 552.63%-575.1pp | 408.85%-431.3pp | 418.27%-440.7pp |
| Employer contribution / active EE | $1,080 | $4,995-78.4% | $4,225-74.4% | $4,741-77.2% |
| Participant deferral / active EE | $7,367 | $6,924+6.4% | $6,183+19.1% | $6,401+15.1% |
| Admin fee / account holder | $83 | $10,495-99.2% | $8,715-99.0% | $11,429-99.3% |