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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 | $16,015 | $138,102-88.4% | $125,381-87.2% | $134,532-88.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -33.78% | 750.73%-784.5pp | 572.31%-606.1pp | 418.27%-452.0pp |
| Employer contribution / active EE | $2,559 | $5,245-51.2% | $4,815-46.9% | $4,741-46.0% |
| Participant deferral / active EE | $8,184 | $7,801+4.9% | $7,448+9.9% | $6,401+27.9% |
| Admin fee / account holder | $105 | $11,568-99.1% | $10,007-99.0% | $11,429-99.1% |