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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 | $61,121 | $190,862-68.0% | $159,991-61.8% | $134,509-54.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -25.41% | 552.59%-578.0pp | 408.82%-434.2pp | 418.13%-443.5pp |
| Employer contribution / active EE | $12,770 | $4,995+155.7% | $4,225+202.2% | $4,741+169.4% |
| Participant deferral / active EE | $14,430 | $6,924+108.4% | $6,183+133.4% | $6,400+125.5% |
| Admin fee / account holder | $180 | $10,495-98.3% | $8,715-97.9% | $11,427-98.4% |