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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 | $21,939 | $106,551-79.4% | $91,225-76.0% | $134,532-83.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -21.77% | 160.78%-182.5pp | 114.12%-135.9pp | 418.27%-440.0pp |
| Employer contribution / active EE | $901 | $3,331-73.0% | $2,851-68.4% | $4,741-81.0% |
| Participant deferral / active EE | $1,685 | $4,718-64.3% | $4,233-60.2% | $6,401-73.7% |
| Admin fee / account holder | $167 | $6,234-97.3% | $5,422-96.9% | $11,429-98.5% |