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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 | $31,495 | $138,114-77.2% | $125,391-74.9% | $134,545-76.6% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -20.76% | 750.88%-771.6pp | 572.41%-593.2pp | 418.37%-439.1pp |
| Employer contribution / active EE | $3,366 | $5,246-35.8% | $4,816-30.1% | $4,742-29.0% |
| Participant deferral / active EE | $8,071 | $7,801+3.5% | $7,448+8.4% | $6,401+26.1% |
| Admin fee / account holder | $124 | $11,570-98.9% | $10,009-98.8% | $11,431-98.9% |