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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 | $79,200 | $96,419-17.9% | $80,648-1.8% | $139,487-43.2% |
| Participation rate | 78.6% | 73.6%+4.9pp | 67.0%+11.6pp | 80.3%-1.8pp |
| Annual return | -6.38% | 1352.86%-1359.2pp | 937.21%-943.6pp | 373.84%-380.2pp |
| Employer contribution / active EE | $4,228 | $3,261+29.7% | $2,724+55.3% | $4,755-11.1% |
| Participant deferral / active EE | $6,073 | $5,225+16.2% | $4,443+36.7% | $6,713-9.5% |
| Admin fee / account holder | $149 | $6,605-97.7% | $5,382-97.2% | $11,407-98.7% |