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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 | $16,105 | $190,862-91.6% | $159,991-89.9% | $134,509-88.0% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.0%+7.7pp | 81.2%+4.5pp |
| Annual return | -39.99% | 552.59%-592.6pp | 408.82%-448.8pp | 418.13%-458.1pp |
| Employer contribution / active EE | $1,915 | $4,995-61.7% | $4,225-54.7% | $4,741-59.6% |
| Participant deferral / active EE | $9,918 | $6,924+43.3% | $6,183+60.4% | $6,400+55.0% |
| Admin fee / account holder | $196 | $10,495-98.1% | $8,715-97.7% | $11,427-98.3% |