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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 | $32,165 | $180,466-82.2% | $154,114-79.1% | $135,382-76.2% |
| Participation rate | 94.7% | 87.4%+7.3pp | 83.0%+11.7pp | 82.6%+12.1pp |
| Annual return | -10.28% | 888.15%-898.4pp | 735.16%-745.4pp | 519.77%-530.1pp |
| Employer contribution / active EE | $1,848 | $6,035-69.4% | $5,298-65.1% | $4,779-61.3% |
| Participant deferral / active EE | $3,487 | $5,806-39.9% | $5,081-31.4% | $5,609-37.8% |
| Admin fee / account holder | $142 | $16,144-99.1% | $13,411-98.9% | $10,829-98.7% |