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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 | $59,514 | $92,743-35.8% | $82,744-28.1% | $134,532-55.8% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -21.11% | 946.63%-967.7pp | 702.22%-723.3pp | 418.27%-439.4pp |
| Employer contribution / active EE | $2,185 | $3,273-33.2% | $3,008-27.4% | $4,741-53.9% |
| Participant deferral / active EE | $1,164 | $4,802-75.8% | $4,395-73.5% | $6,401-81.8% |
| Admin fee / account holder | $7 | $5,977-99.9% | $5,325-99.9% | $11,429-99.9% |