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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 | $23,673 | $138,102-82.9% | $125,381-81.1% | $134,532-82.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.62% | 750.73%-772.3pp | 572.31%-593.9pp | 418.27%-439.9pp |
| Employer contribution / active EE | $3,091 | $5,245-41.1% | $4,815-35.8% | $4,741-34.8% |
| Participant deferral / active EE | $4,129 | $7,801-47.1% | $7,448-44.6% | $6,401-35.5% |
| Admin fee / account holder | $146 | $11,568-98.7% | $10,007-98.5% | $11,429-98.7% |