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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 | $24,586 | $190,862-87.1% | $159,991-84.6% | $134,509-81.7% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.0%+5.4pp | 81.2%+2.1pp |
| Annual return | -46.25% | 552.59%-598.8pp | 408.82%-455.1pp | 418.13%-464.4pp |
| Employer contribution / active EE | $16,828 | $4,995+236.9% | $4,225+298.3% | $4,741+255.0% |
| Participant deferral / active EE | $1,995 | $6,924-71.2% | $6,183-67.7% | $6,400-68.8% |
| Admin fee / account holder | $168 | $10,495-98.4% | $8,715-98.1% | $11,427-98.5% |