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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 | $19,390 | $92,684-79.1% | $82,706-76.6% | $134,509-85.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.76% | 945.84%-969.6pp | 701.76%-725.5pp | 418.13%-441.9pp |
| Employer contribution / active EE | $3,478 | $3,272+6.3% | $3,007+15.7% | $4,741-26.6% |
| Participant deferral / active EE | $5,246 | $4,800+9.3% | $4,394+19.4% | $6,400-18.0% |
| Admin fee / account holder | $252 | $5,982-95.8% | $5,329-95.3% | $11,427-97.8% |