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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 | $8,204 | $92,743-91.2% | $82,744-90.1% | $134,532-93.9% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -24.21% | 946.63%-970.8pp | 702.22%-726.4pp | 418.27%-442.5pp |
| Employer contribution / active EE | $1,665 | $3,273-49.1% | $3,008-44.6% | $4,741-64.9% |
| Participant deferral / active EE | $3,418 | $4,802-28.8% | $4,395-22.2% | $6,401-46.6% |
| Admin fee / account holder | $48 | $5,977-99.2% | $5,325-99.1% | $11,429-99.6% |