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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 | $24,514 | $106,557-77.0% | $91,227-73.1% | $134,545-81.8% |
| Participation rate | 92.9% | 76.8%+16.1pp | 73.2%+19.7pp | 81.2%+11.6pp |
| Annual return | -25.06% | 160.81%-185.9pp | 114.14%-139.2pp | 418.37%-443.4pp |
| Employer contribution / active EE | $8,508 | $3,332+155.3% | $2,851+198.4% | $4,742+79.4% |
| Participant deferral / active EE | $9,184 | $4,719+94.6% | $4,234+116.9% | $6,401+43.5% |
| Admin fee / account holder | $113 | $6,235-98.2% | $5,423-97.9% | $11,431-99.0% |