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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 | $25,840 | $135,645-81.0% | $110,243-76.6% | $135,380-80.9% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.8%-8.4pp | 82.6%-11.2pp |
| Annual return | -13.59% | 513.24%-526.8pp | 314.76%-328.3pp | 519.81%-533.4pp |
| Employer contribution / active EE | $2,579 | $4,907-47.4% | $3,827-32.6% | $4,779-46.0% |
| Participant deferral / active EE | $7,278 | $5,507+32.2% | $4,672+55.8% | $5,609+29.8% |
| Admin fee / account holder | $74 | $11,458-99.4% | $8,548-99.1% | $10,828-99.3% |