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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 | $20,443 | $97,729-79.1% | $83,830-75.6% | $135,379-84.9% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -20.68% | 1287.52%-1308.2pp | 850.97%-871.6pp | 519.79%-540.5pp |
| Employer contribution / active EE | $2,411 | $4,222-42.9% | $3,631-33.6% | $4,779-49.6% |
| Participant deferral / active EE | $6,670 | $4,683+42.4% | $4,082+63.4% | $5,609+18.9% |
| Admin fee / account holder | $168 | $6,674-97.5% | $5,479-96.9% | $10,828-98.5% |