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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 | $21,089 | $138,078-84.7% | $125,363-83.2% | $134,509-84.3% |
| Participation rate | 84.2% | 84.5%-0.3pp | 82.4%+1.8pp | 81.2%+3.0pp |
| Annual return | -52.19% | 750.49%-802.7pp | 572.15%-624.3pp | 418.13%-470.3pp |
| Employer contribution / active EE | $5,112 | $5,245-2.5% | $4,815+6.2% | $4,741+7.8% |
| Participant deferral / active EE | $11,694 | $7,800+49.9% | $7,447+57.0% | $6,400+82.7% |
| Admin fee / account holder | $133 | $11,566-98.9% | $10,005-98.7% | $11,427-98.8% |