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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 | $9,950 | $106,549-90.7% | $91,225-89.1% | $134,509-92.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -29.67% | 160.73%-190.4pp | 114.10%-143.8pp | 418.13%-447.8pp |
| Employer contribution / active EE | $3,184 | $3,331-4.4% | $2,851+11.7% | $4,741-32.8% |
| Participant deferral / active EE | $12,556 | $4,719+166.1% | $4,234+196.5% | $6,400+96.2% |
| Admin fee / account holder | $24 | $6,234-99.6% | $5,422-99.6% | $11,427-99.8% |