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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 | $29,271 | $92,766-68.4% | $82,763-64.6% | $134,545-78.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.37% | 946.97%-968.3pp | 702.45%-723.8pp | 418.37%-439.7pp |
| Employer contribution / active EE | $18,666 | $3,273+470.3% | $3,008+520.5% | $4,742+293.7% |
| Participant deferral / active EE | $13,712 | $4,802+185.5% | $4,395+212.0% | $6,401+114.2% |
| Admin fee / account holder | $72 | $5,978-98.8% | $5,325-98.7% | $11,431-99.4% |