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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 | $29,237 | $92,766-68.5% | $82,763-64.7% | $134,545-78.3% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -22.39% | 946.97%-969.4pp | 702.45%-724.8pp | 418.37%-440.8pp |
| Employer contribution / active EE | $2,235 | $3,273-31.7% | $3,008-25.7% | $4,742-52.9% |
| Participant deferral / active EE | $5,506 | $4,802+14.7% | $4,395+25.3% | $6,401-14.0% |
| Admin fee / account holder | $18 | $5,978-99.7% | $5,325-99.7% | $11,431-99.8% |