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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 | $30,773 | $84,697-63.7% | $73,845-58.3% | $125,393-75.5% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.4%+1.6pp | 83.2%-8.2pp |
| Annual return | -5.50% | 3123.66%-3129.2pp | 2267.91%-2273.4pp | 282.23%-287.7pp |
| Employer contribution / active EE | $1,237 | $3,123-60.4% | $2,788-55.6% | $4,866-74.6% |
| Participant deferral / active EE | $2,718 | $3,993-31.9% | $3,583-24.1% | $5,351-49.2% |
| Admin fee / account holder | $277 | $5,692-95.1% | $4,881-94.3% | $9,541-97.1% |