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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 | $24,684 | $159,934-84.6% | $147,005-83.2% | $145,959-83.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -18.39% | 98.24%-116.6pp | 418.76%-437.2pp | 561.95%-580.3pp |
| Employer contribution / active EE | $6,246 | $5,287+18.1% | $4,934+26.6% | $4,661+34.0% |
| Participant deferral / active EE | $9,618 | $8,427+14.1% | $8,070+19.2% | $6,689+43.8% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |