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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 | $33,305 | $138,078-75.9% | $125,363-73.4% | $134,509-75.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -26.57% | 750.49%-777.1pp | 572.15%-598.7pp | 418.13%-444.7pp |
| Employer contribution / active EE | $1,794 | $5,245-65.8% | $4,815-62.7% | $4,741-62.2% |
| Participant deferral / active EE | $20,000 | $7,800+156.4% | $7,447+168.6% | $6,400+212.5% |
| Admin fee / account holder | $128 | $11,566-98.9% | $10,005-98.7% | $11,427-98.9% |