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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 | $52,694 | $138,102-61.8% | $125,381-58.0% | $134,532-60.8% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -21.58% | 750.73%-772.3pp | 572.31%-593.9pp | 418.27%-439.8pp |
| Employer contribution / active EE | $1,897 | $5,245-63.8% | $4,815-60.6% | $4,741-60.0% |
| Participant deferral / active EE | $9,233 | $7,801+18.4% | $7,448+24.0% | $6,401+44.3% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |