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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 | $22,566 | $190,879-88.2% | $160,009-85.9% | $134,532-83.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -41.54% | 552.63%-594.2pp | 408.85%-450.4pp | 418.27%-459.8pp |
| Employer contribution / active EE | $2,537 | $4,995-49.2% | $4,225-39.9% | $4,741-46.5% |
| Participant deferral / active EE | $16,461 | $6,924+137.7% | $6,183+166.2% | $6,401+157.2% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |