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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 | $69,032 | $92,766-25.6% | $82,763-16.6% | $134,545-48.7% |
| Participation rate | 93.8% | 75.2%+18.5pp | 72.6%+21.2pp | 81.2%+12.5pp |
| Annual return | -21.02% | 946.97%-968.0pp | 702.45%-723.5pp | 418.37%-439.4pp |
| Employer contribution / active EE | $2,874 | $3,273-12.2% | $3,008-4.5% | $4,742-39.4% |
| Participant deferral / active EE | $7,787 | $4,802+62.2% | $4,395+77.2% | $6,401+21.6% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |