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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 | $31,746 | $92,766-65.8% | $82,763-61.6% | $134,545-76.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.15% | 946.97%-968.1pp | 702.45%-723.6pp | 418.37%-439.5pp |
| Employer contribution / active EE | $2,326 | $3,273-28.9% | $3,008-22.7% | $4,742-51.0% |
| Participant deferral / active EE | $2,954 | $4,802-38.5% | $4,395-32.8% | $6,401-53.8% |
| Admin fee / account holder | $170 | $5,978-97.2% | $5,325-96.8% | $11,431-98.5% |