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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 | $96,338-17.8% | $80,589-1.7% | $139,427-43.2% |
| Participation rate | 78.6% | 73.6%+4.9pp | 67.0%+11.6pp | 80.3%-1.8pp |
| Annual return | -6.38% | 1350.43%-1356.8pp | 935.83%-942.2pp | 373.27%-379.6pp |
| Employer contribution / active EE | $4,228 | $3,263+29.6% | $2,724+55.2% | $4,752-11.0% |
| Participant deferral / active EE | $6,073 | $5,234+16.0% | $4,449+36.5% | $6,711-9.5% |
| Admin fee / account holder | $149 | $6,600-97.7% | $5,379-97.2% | $11,404-98.7% |