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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 | $64,620 | $90,606-28.7% | $79,466-18.7% | $135,379-52.3% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -10.43% | 977.69%-988.1pp | 718.28%-728.7pp | 519.79%-530.2pp |
| Employer contribution / active EE | $2,358 | $3,068-23.1% | $2,800-15.8% | $4,779-50.6% |
| Participant deferral / active EE | $6,993 | $4,050+72.7% | $3,704+88.8% | $5,609+24.7% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |