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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 | $20,266 | $44,850-54.8% | $60,547-66.5% | $59,633-66.0% |
| Participation rate | 72.7% | 59.5%+13.3pp | 68.0%+4.8pp | 68.7%+4.1pp |
| Annual return | -5.96% | 1074.14%-1080.1pp | 335.64%-341.6pp | 2041.45%-2047.4pp |
| Employer contribution / active EE | $6,678 | $1,462+356.8% | $2,419+176.0% | $2,203+203.2% |
| Participant deferral / active EE | $1,906 | $2,230-14.5% | $3,328-42.7% | $3,192-40.3% |
| Admin fee / account holder | $0 | $3,635-100.0% | $4,536-100.0% | $4,297-100.0% |