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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 | $12,227 | $92,684-86.8% | $82,706-85.2% | $134,509-90.9% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -27.06% | 945.84%-972.9pp | 701.76%-728.8pp | 418.13%-445.2pp |
| Employer contribution / active EE | $1,299 | $3,272-60.3% | $3,007-56.8% | $4,741-72.6% |
| Participant deferral / active EE | $2,776 | $4,800-42.2% | $4,394-36.8% | $6,400-56.6% |
| Admin fee / account holder | $241 | $5,982-96.0% | $5,329-95.5% | $11,427-97.9% |