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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 | $23,229 | $138,076-83.2% | $123,553-81.2% | $135,380-82.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -20.27% | 153.70%-174.0pp | 119.21%-139.5pp | 519.81%-540.1pp |
| Employer contribution / active EE | $4,454 | $5,152-13.6% | $4,628-3.8% | $4,779-6.8% |
| Participant deferral / active EE | $12,852 | $6,800+89.0% | $6,426+100.0% | $5,609+129.1% |
| Admin fee / account holder | $286 | $10,917-97.4% | $9,284-96.9% | $10,828-97.4% |