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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 | $18,968 | $90,606-79.1% | $79,466-76.1% | $135,379-86.0% |
| Participation rate | 92.9% | 76.0%+16.8pp | 73.3%+19.5pp | 82.6%+10.2pp |
| Annual return | -20.65% | 977.69%-998.3pp | 718.28%-738.9pp | 519.79%-540.4pp |
| Employer contribution / active EE | $3,294 | $3,068+7.4% | $2,800+17.6% | $4,779-31.1% |
| Participant deferral / active EE | $9,885 | $4,050+144.0% | $3,704+166.9% | $5,609+76.2% |
| Admin fee / account holder | $93 | $5,895-98.4% | $5,104-98.2% | $10,828-99.1% |