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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 | $20,392 | $190,879-89.3% | $160,009-87.3% | $134,532-84.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -26.03% | 552.63%-578.7pp | 408.85%-434.9pp | 418.27%-444.3pp |
| Employer contribution / active EE | $2,232 | $4,995-55.3% | $4,225-47.2% | $4,741-52.9% |
| Participant deferral / active EE | $4,758 | $6,924-31.3% | $6,183-23.0% | $6,401-25.7% |
| Admin fee / account holder | $10 | $10,495-99.9% | $8,715-99.9% | $11,429-99.9% |