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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 | $20,896 | $92,684-77.5% | $82,706-74.7% | $134,509-84.5% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -29.10% | 945.84%-974.9pp | 701.76%-730.9pp | 418.13%-447.2pp |
| Employer contribution / active EE | $3,168 | $3,272-3.2% | $3,007+5.3% | $4,741-33.2% |
| Participant deferral / active EE | $8,750 | $4,800+82.3% | $4,394+99.2% | $6,400+36.7% |
| Admin fee / account holder | $20 | $5,982-99.7% | $5,329-99.6% | $11,427-99.8% |