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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 | $116,605 | $138,102-15.6% | $125,381-7.0% | $134,532-13.3% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -21.07% | 750.73%-771.8pp | 572.31%-593.4pp | 418.27%-439.3pp |
| Employer contribution / active EE | $1,950 | $5,245-62.8% | $4,815-59.5% | $4,741-58.9% |
| Participant deferral / active EE | $5,066 | $7,801-35.1% | $7,448-32.0% | $6,401-20.9% |
| Admin fee / account holder | $103 | $11,568-99.1% | $10,007-99.0% | $11,429-99.1% |