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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 | $16,950 | $147,727-88.5% | $115,756-85.4% | $134,545-87.4% |
| Participation rate | 83.3% | 80.4%+2.9pp | 77.1%+6.3pp | 81.2%+2.1pp |
| Annual return | -29.47% | 73.96%-103.4pp | 143.14%-172.6pp | 418.37%-447.8pp |
| Employer contribution / active EE | $5,101 | $4,713+8.2% | $3,793+34.5% | $4,742+7.6% |
| Participant deferral / active EE | $9,748 | $7,563+28.9% | $6,254+55.9% | $6,401+52.3% |
| Admin fee / account holder | $14 | $14,571-99.9% | $8,124-99.8% | $11,431-99.9% |