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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 | $60,513 | $92,743-34.8% | $82,744-26.9% | $134,532-55.0% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.5pp |
| Annual return | -27.58% | 946.63%-974.2pp | 702.22%-729.8pp | 418.27%-445.9pp |
| Employer contribution / active EE | $1,669 | $3,273-49.0% | $3,008-44.5% | $4,741-64.8% |
| Participant deferral / active EE | $6,826 | $4,802+42.2% | $4,395+55.3% | $6,401+6.6% |
| Admin fee / account holder | $19 | $5,977-99.7% | $5,325-99.6% | $11,429-99.8% |