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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 | $49,252 | $138,114-64.3% | $125,391-60.7% | $134,545-63.4% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -22.49% | 750.88%-773.4pp | 572.41%-594.9pp | 418.37%-440.9pp |
| Employer contribution / active EE | $1,730 | $5,246-67.0% | $4,816-64.1% | $4,742-63.5% |
| Participant deferral / active EE | $3,590 | $7,801-54.0% | $7,448-51.8% | $6,401-43.9% |
| Admin fee / account holder | $55 | $11,570-99.5% | $10,009-99.5% | $11,431-99.5% |