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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 | $22,981 | $190,879-88.0% | $160,009-85.6% | $134,532-82.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -23.47% | 552.63%-576.1pp | 408.85%-432.3pp | 418.27%-441.7pp |
| Employer contribution / active EE | $4,944 | $4,995-1.0% | $4,225+17.0% | $4,741+4.3% |
| Participant deferral / active EE | $3,867 | $6,924-44.2% | $6,183-37.5% | $6,401-39.6% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |