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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 | $46,599 | $97,732-52.3% | $83,831-44.4% | $135,380-65.6% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -10.57% | 1287.56%-1298.1pp | 850.99%-861.6pp | 519.81%-530.4pp |
| Employer contribution / active EE | $1,341 | $4,222-68.2% | $3,631-63.1% | $4,779-71.9% |
| Participant deferral / active EE | $4,783 | $4,683+2.1% | $4,082+17.2% | $5,609-14.7% |
| Admin fee / account holder | $261 | $6,675-96.1% | $5,479-95.2% | $10,828-97.6% |